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

VestGen 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	$38.9M	Sell	50,740 -5,304	-9%	-$4.05M	1.2%	14
2026 Q2	$42M	Buy	56,044 +1,343	+2%	+$978K	1.22%	12
2026 Q1	$40.6M	Buy	54,701 +5,204	+11%	+$3.55M	1.08%	15
2025 Q4	$33.9M	Sell	49,497 -1,853	-4%	-$1.26M	1.44%	9
2025 Q3	$34.4M	Buy	51,350 +430	+0.8%	+$277K	1.15%	12
2025 Q2	$31.6M	Sell	50,920 -1,183	-2%	-$679K	1.26%	12
2025 Q1	$29.3M	Buy	+52,103	New	+$30.8M	1.33%	12

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

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

VestGen Advisors's IVV Position: Q3 2026 in Review

VestGen Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 9.5% in Q3 2026, selling an estimated $4.05M and leaving 50,740 shares worth $38.9M. The position accounts for 1.2% of the portfolio, ranked #14.

VestGen Advisors first reported a position in IVV in Q1 2025 and has held it in 7 quarters since. The position peaked at $42M in Q2 2026. 2,128 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

VestGen Advisors held 50,740 shares of iShares Core S&P 500 ETF worth $38.9M as of Q3 2026.
VestGen Advisors sold 5,304 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.05M.
iShares Core S&P 500 ETF made up 1.2% of VestGen Advisors's portfolio in Q3 2026, its #14 holding.
VestGen Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's iShares Core S&P 500 ETF position peaked at $42M in Q2 2026.
2,128 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.