Upper Left Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Upper Left Wealth Management’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	$3.87M	Sell	5,056 -191	-4%	-$146K	2.01%	14
2026 Q2	$3.93M	Buy	5,247 +463	+10%	+$337K	2.18%	21
2026 Q1	$3.12M	Buy	4,784 +270	+6%	+$184K	1.85%	23
2025 Q4	$3.09M	Sell	4,514 -66	-1%	-$44.8K	1.88%	24
2025 Q3	$3.07M	Sell	4,580 -30	-0.7%	-$19.3K	1.92%	21
2025 Q2	$2.86M	Sell	4,610 -431	-9%	-$247K	1.91%	21
2025 Q1	$2.83M	Buy	5,041 +2,787	+124%	+$1.65M	2.03%	23
2024 Q4	$1.33M	Buy	2,254 +725	+47%	+$429K	1.13%	30
2024 Q3	$867K	Sell	1,529 -138	-8%	-$76.7K	0.76%	36
2024 Q2	$912K	Buy	1,667 +284	+21%	+$149K	0.82%	33
2024 Q1	$727K	Sell	1,383 -167	-11%	-$83.6K	0.67%	38
2023 Q4	$740K	Sell	1,550 -87	-5%	-$38.9K	0.73%	37
2023 Q3	$703K	Sell	1,637 -170	-9%	-$76K	0.73%	33
2023 Q2	$805K	Sell	1,807 -62	-3%	-$26.1K	0.9%	31
2023 Q1	$768K	Sell	1,869 -367	-16%	-$147K	0.87%	30
2022 Q4	$859K	Sell	2,236 -237	-10%	-$91.5K	1.02%	30
2022 Q3	$907K	Buy	2,473 +95	+4%	+$37.9K	1.18%	29
2022 Q2	$902K	Buy	2,378 +182	+8%	+$74.9K	1.04%	29
2022 Q1	$999K	Sell	2,196 -167	-7%	-$74.7K	1.04%	30
2021 Q4	$1.13M	Buy	+2,363	New	+$1.09M	1.13%	24

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Upper Left Wealth Management's IVV Position: Q3 2026 in Review

Upper Left Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q3 2026, selling an estimated $146K and leaving 5,056 shares worth $3.87M. The position accounts for 2.01% of the portfolio, ranked #14.

Upper Left Wealth Management first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.93M in Q2 2026. 986 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Upper Left Wealth Management held 5,056 shares of iShares Core S&P 500 ETF worth $3.87M as of Q3 2026.
Upper Left Wealth Management sold 191 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $146K.
iShares Core S&P 500 ETF made up 2.01% of Upper Left Wealth Management's portfolio in Q3 2026, its #14 holding.
Upper Left Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
Upper Left Wealth Management's iShares Core S&P 500 ETF position peaked at $3.93M in Q2 2026.
986 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.