Waypoint Wealth Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Waypoint Wealth Counsel's IVV Position: Q3 2026 in Review
Waypoint Wealth Counsel increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q3 2026, buying an estimated $216K and bringing the position to 14,141 shares worth $10.8M. The position accounts for 6.31% of the portfolio, ranked #2.
Waypoint Wealth Counsel first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.
- Waypoint Wealth Counsel held 14,141 shares of iShares Core S&P 500 ETF worth $10.8M as of Q3 2026.
- Waypoint Wealth Counsel bought 283 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $216K.
- iShares Core S&P 500 ETF made up 6.31% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #2 holding.
- Waypoint Wealth Counsel first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
- 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.
Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.