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

Vigilare 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	$2.09M	Buy	2,733 +617	+29%	+$471K	0.64%	32
2026 Q2	$1.58M	Sell	2,116 -446	-17%	-$325K	0.49%	38
2026 Q1	$1.67M	Sell	2,562 -216	-8%	-$147K	0.57%	33
2025 Q4	$1.9M	Sell	2,778 -154	-5%	-$105K	0.64%	31
2025 Q3	$1.96M	Sell	2,932 -51	-2%	-$32.8K	0.68%	34
2025 Q2	$1.85M	Sell	2,983 -2,941	-50%	-$1.69M	0.69%	31
2025 Q1	$3.33M	Buy	5,924 +1,402	+31%	+$828K	1.33%	14
2024 Q4	$2.66M	Buy	4,522 +400	+10%	+$237K	1.08%	16
2024 Q3	$2.38M	Sell	4,122 -285	-6%	-$158K	0.96%	18
2024 Q2	$2.41M	Sell	4,407 -163	-4%	-$85.7K	1.07%	18
2024 Q1	$2.4M	Sell	4,570 -1,049	-19%	-$525K	1.18%	15
2023 Q4	$2.68M	Sell	5,619 -115	-2%	-$51.5K	1.38%	14
2023 Q3	$2.46M	Sell	5,734 -91	-2%	-$40.7K	1.57%	14
2023 Q2	$2.6M	Sell	5,825 -216	-4%	-$91K	1.5%	15
2023 Q1	$2.48M	Sell	6,041 -41	-0.7%	-$16.4K	1.4%	11
2022 Q4	$2.34M	Sell	6,082 -233	-4%	-$89.9K	1.36%	10
2022 Q3	$2.26M	Sell	6,315 -307	-5%	-$123K	2.93%	7
2022 Q2	$2.51M	Sell	6,622 -570	-8%	-$234K	2.73%	8
2022 Q1	$3.26M	Buy	7,192 +432	+6%	+$193K	2.68%	7
2021 Q4	$3.22M	Buy	6,760 +65	+1%	+$30K	1.91%	9
2021 Q3	$2.88M	Buy	6,695 +129	+2%	+$57.2K	1.78%	10
2021 Q2	$2.82M	Buy	6,566 +305	+5%	+$128K	1.71%	9
2021 Q1	$2.49M	Sell	6,261 -1,385	-18%	-$536K	1.77%	9
2020 Q4	$2.87M	Buy	7,646 +351	+5%	+$125K	2.72%	4
2020 Q3	$2.45M	Sell	7,295 -507	-6%	-$169K	2.55%	8
2020 Q2	$2.42M	Sell	7,802 -2,202	-22%	-$647K	2.45%	9
2020 Q1	$2.58M	Sell	10,004 -1,668	-14%	-$511K	3.09%	5
2019 Q4	$3.8M	Buy	+11,672	New	+$3.61M	2.53%	4

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Vigilare Wealth Management's IVV Position: Q3 2026 in Review

Vigilare Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 29% in Q3 2026, buying an estimated $471K and bringing the position to 2,733 shares worth $2.09M. The position accounts for 0.64% of the portfolio, ranked #32.

Vigilare Wealth Management first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.8M in Q4 2019. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Vigilare Wealth Management held 2,733 shares of iShares Core S&P 500 ETF worth $2.09M as of Q3 2026.
Vigilare Wealth Management bought 617 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $471K.
iShares Core S&P 500 ETF made up 0.64% of Vigilare Wealth Management's portfolio in Q3 2026, its #32 holding.
Vigilare Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
Vigilare Wealth Management's iShares Core S&P 500 ETF position peaked at $3.8M in Q4 2019.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Vigilare Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.