Unify Financial Advisors
IVV icon

Unify Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Unify Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.2M Buy
15,897
+1,606
+11% +$1.23M 11.17% 1
2026
Q2 		$10.7M Buy
14,291
+2,842
+25% +$2.07M 9.88% 1
2026
Q1 		$7.48M Buy
11,449
+1,709
+18% +$1.17M 7.76% 2
2025
Q4 		$6.67M Buy
+9,740
New +$6.61M 6.95% 2

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Unify Financial Advisors's IVV Position: Q3 2026 in Review

Unify Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q3 2026, buying an estimated $1.23M and bringing the position to 15,897 shares worth $12.2M. The position accounts for 11.17% of the portfolio, ranked #1.

Unify Financial Advisors first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 2,605 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Unify Financial Advisors held 15,897 shares of iShares Core S&P 500 ETF worth $12.2M as of Q3 2026.
  • Unify Financial Advisors bought 1,606 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.23M.
  • iShares Core S&P 500 ETF made up 11.17% of Unify Financial Advisors's portfolio in Q3 2026, its #1 holding.
  • Unify Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,605 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.