Vishria Bird Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Vishria Bird Financial Group’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
2025 Q3	$1.11M	Hold	1,664	–	–	0.22%	43
2025 Q2	$1.03M	Hold	1,664	–	–	0.34%	33
2025 Q1	$935K	Buy	+1,664	New	+$983K	0.32%	36
2020 Q4	–	Sell	-745	Closed	-$250K	–	50
2020 Q3	$250K	Sell	745 -10	-1%	-$3.33K	0.16%	42
2020 Q2	$234K	Sell	755 -424	-36%	-$124K	0.18%	37
2020 Q1	$305K	Sell	1,179 -49	-4%	-$15K	0.32%	30
2019 Q4	$397K	Sell	1,228 -86	-7%	-$26.6K	0.39%	26
2019 Q3	$392K	Sell	1,314 -16	-1%	-$4.76K	0.45%	27
2019 Q2	$392K	Hold	1,330	–	–	0.39%	28
2019 Q1	$378K	Hold	1,330	–	–	0.38%	31
2018 Q4	$335K	Hold	1,330	–	–	0.37%	34
2018 Q3	$389K	Hold	1,330	–	–	0.33%	29
2018 Q2	$363K	Buy	+1,330	New	+$362K	0.34%	29

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vishria Bird Financial Group's IVV Position: Q3 2025 in Review

Vishria Bird Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 1,664 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #43.

Vishria Bird Financial Group first reported a position in IVV in Q2 2018 and has held it in 13 quarters since. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Vishria Bird Financial Group held 1,664 shares of iShares Core S&P 500 ETF worth $1.11M as of Q3 2025.
Vishria Bird Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
iShares Core S&P 500 ETF made up 0.22% of Vishria Bird Financial Group's portfolio in Q3 2025, its #43 holding.
Vishria Bird Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 13 quarters since.
3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.