Waller Financial Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Waller Financial Planning 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
2026 Q3	$86.5M	Buy	112,983 +3,507	+3%	+$2.68M	17.56%	1
2026 Q2	$82M	Buy	109,476 +569	+0.5%	+$414K	16.88%	1
2026 Q1	$71.1M	Buy	108,907 +2,852	+3%	+$1.95M	15.7%	1
2025 Q4	$72.6M	Buy	106,055 +26,466	+33%	+$18M	16.13%	1
2025 Q3	$53.3M	Sell	79,589 -613	-0.8%	-$395K	12.22%	1
2025 Q2	$49.8M	Buy	80,202 +7,470	+10%	+$4.29M	12.04%	1
2025 Q1	$40.9M	Sell	72,732 -8,073	-10%	-$4.77M	11.48%	1
2024 Q4	$47.6M	Buy	80,805 +27,491	+52%	+$16.3M	11.99%	1
2024 Q3	$30.8M	Buy	53,314 +815	+2%	+$453K	7.63%	4
2024 Q2	$28.7M	Buy	52,499 +159	+0.3%	+$83.6K	7.72%	4
2024 Q1	$27.5M	Buy	52,340 +9,655	+23%	+$4.83M	7.33%	5
2023 Q4	$20.4M	Buy	42,685 +425	+1%	+$190K	5.36%	7
2023 Q3	$18.1M	Sell	42,260 -929	-2%	-$416K	5.28%	8
2023 Q2	$19.2M	Sell	43,189 -2,905	-6%	-$1.22M	5.31%	7
2023 Q1	$18.9M	Sell	46,094 -34,479	-43%	-$13.8M	5.37%	8
2022 Q4	$31M	Buy	80,573 +508	+0.6%	+$196K	8.98%	4
2022 Q3	$28.7M	Buy	80,065 +961	+1%	+$384K	8.78%	4
2022 Q2	$30M	Sell	79,104 -32,880	-29%	-$13.5M	8.78%	4
2022 Q1	$50.8M	Buy	111,984 +693	+0.6%	+$310K	13.46%	1
2021 Q4	$53.1M	Sell	111,291 -601	-0.5%	-$277K	13.3%	1
2021 Q3	$48.2M	Buy	111,892 +970	+0.9%	+$430K	12.81%	1
2021 Q2	$47.7M	Buy	110,922 +1,515	+1%	+$635K	12.78%	1
2021 Q1	$43.5M	Buy	109,407 +7,054	+7%	+$2.73M	12.5%	1
2020 Q4	$38.4M	Buy	102,353 +16,066	+19%	+$5.72M	11.98%	1
2020 Q3	$29M	Buy	86,287 +1,751	+2%	+$583K	10.63%	1
2020 Q2	$26.2M	Buy	84,536 +9,848	+13%	+$2.89M	10.2%	1
2020 Q1	$19.3M	Buy	74,688 +35,234	+89%	+$10.8M	10.07%	2
2019 Q4	$12.8M	Buy	39,454 +60	+0.2%	+$18.6K	6.39%	5
2019 Q3	$12M	Buy	39,394 +989	+3%	+$294K	6.36%	5
2019 Q2	$11.6M	Buy	38,405 +2,965	+8%	+$859K	6.43%	5
2019 Q1	$10.4M	Buy	35,440 +3,096	+10%	+$847K	5.99%	5
2018 Q4	$8.14M	Buy	+32,344	New	+$8.78M	5.62%	5

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

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Waller Financial Planning Group's IVV Position: Q3 2026 in Review

Waller Financial Planning Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q3 2026, buying an estimated $2.68M and bringing the position to 112,983 shares worth $86.5M. The position accounts for 17.56% of the portfolio, ranked #1.

Waller Financial Planning Group first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Waller Financial Planning Group held 112,983 shares of iShares Core S&P 500 ETF worth $86.5M as of Q3 2026.
Waller Financial Planning Group bought 3,507 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.68M.
iShares Core S&P 500 ETF made up 17.56% of Waller Financial Planning Group's portfolio in Q3 2026, its #1 holding.
Waller Financial Planning Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Waller Financial Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.