Wealth Enhancement Trust Services
IVV icon

Wealth Enhancement Trust Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealth Enhancement Trust Services’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 		$25M Buy
32,685
+7,500
+30% +$5.72M 2.67% 6
2026
Q2 		$18.9M Buy
25,185
+4,911
+24% +$3.58M 2.1% 9
2026
Q1 		$13.2M Buy
20,274
+9,607
+90% +$6.56M 1.6% 12
2025
Q4 		$7.31M Buy
+10,667
New +$7.24M 0.92% 28

Other funds holding IVV

Creative Planning
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Trust Services's IVV Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q3 2026, buying an estimated $5.72M and bringing the position to 32,685 shares worth $25M. The position accounts for 2.67% of the portfolio, ranked #6.

Wealth Enhancement Trust Services first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Wealth Enhancement Trust Services held 32,685 shares of iShares Core S&P 500 ETF worth $25M as of Q3 2026.
  • Wealth Enhancement Trust Services bought 7,500 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $5.72M.
  • iShares Core S&P 500 ETF made up 2.67% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #6 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.