Vericrest Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Vericrest Private Wealth’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	$24.7M	Sell	32,274 -1,283	-4%	-$979K	22.03%	1
2026 Q2	$25.1M	Sell	33,557 -2,390	-7%	-$1.74M	22.36%	1
2026 Q1	$23.5M	Buy	35,947 +164	+0.5%	+$112K	21.06%	1
2025 Q4	$24.5M	Buy	+35,783	New	+$24.3M	21.78%	1
2022 Q2	$7.44M	Sell	19,614 -349	-2%	-$144K	9.12%	2
2022 Q1	$9.06M	Sell	19,963 -922	-4%	-$412K	9.42%	2
2021 Q4	$10M	Buy	+20,885	New	+$9.6M	9.24%	2

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Vericrest Private Wealth's IVV Position: Q3 2026 in Review

Vericrest Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q3 2026, selling an estimated $979K and leaving 32,274 shares worth $24.7M. The position accounts for 22.03% of the portfolio, ranked #1.

Vericrest Private Wealth first reported a position in IVV in Q4 2021 and has held it in 7 quarters since. The position peaked at $25.1M in Q2 2026. 2,389 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Vericrest Private Wealth held 32,274 shares of iShares Core S&P 500 ETF worth $24.7M as of Q3 2026.
Vericrest Private Wealth sold 1,283 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $979K.
iShares Core S&P 500 ETF made up 22.03% of Vericrest Private Wealth's portfolio in Q3 2026, its #1 holding.
Vericrest Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 7 quarters since.
Vericrest Private Wealth's iShares Core S&P 500 ETF position peaked at $25.1M in Q2 2026.
2,389 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.