Wealth Quarterback
IVV icon

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

Wealth Quarterback’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 		$44.8M Sell
58,531
-5,714
-9% -$4.36M 13.66% 1
2026
Q2 		$48.1M Buy
64,245
+7,691
+14% +$5.6M 14.86% 1
2026
Q1 		$36.9M Sell
56,554
-26,474
-32% -$18.1M 14.54% 1
2025
Q4 		$56.9M Buy
83,028
+31,201
+60% +$21.2M 20.48% 1
2025
Q3 		$34.7M Buy
51,827
+1,517
+3% +$977K 13.41% 1
2025
Q2 		$31.2M Sell
50,310
-10,301
-17% -$5.91M 14.81% 1
2025
Q1 		$34.1M Sell
60,611
-20,520
-25% -$12.1M 19.16% 1
2024
Q4 		$47.8M Buy
81,131
+21,977
+37% +$13M 22.42% 1
2024
Q3 		$34.1M Sell
59,154
-3,076
-5% -$1.71M 17.75% 1
2024
Q2 		$34.1M Buy
62,230
+5,992
+11% +$3.15M 19.3% 1
2024
Q1 		$29.6M Sell
56,238
-318
-0.6% -$159K 16.52% 1
2023
Q4 		$27M Buy
56,556
+39,028
+223% +$17.5M 16.49% 1
2023
Q3 		$7.53M Sell
17,528
-15,431
-47% -$6.9M 6.51% 1
2023
Q2 		$14.7M Buy
32,959
+4,492
+16% +$1.89M 10.18% 1
2023
Q1 		$11.7M Buy
28,467
+10
+0% +$4.01K 9.93% 1
2022
Q4 		$10.9M Buy
28,457
+11,386
+67% +$4.39M 9.06% 1
2022
Q3 		$6.12M Sell
17,071
-283
-2% -$113K 6.51% 2
2022
Q2 		$6.58M Buy
+17,354
New +$7.14M 5.13% 3
2021
Q3 		$13.7M Buy
99,407
+60,649
+156% +$26.9M 9.09% 1
2021
Q2 		$16.7M Buy
+38,758
New +$16.2M 10.13% 1
2020
Q4 		$8.28M Sell
22,063
-3,371
-13% -$1.2M 6.89% 3
2020
Q3 		$7.88M Hold
25,434
– – 7.23% 1
2020
Q2 		$7.88M Sell
25,434
-9,514
-27% -$2.79M 7.23% 1
2020
Q1 		$8.95M Buy
34,948
+1,063
+3% +$326K 8.22% 1
2019
Q4 		$11M Buy
+33,885
New +$10.5M 9.52% 1

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Wealth Quarterback's IVV Position: Q3 2026 in Review

Wealth Quarterback reduced its iShares Core S&P 500 ETF (IVV) stake by 8.9% in Q3 2026, selling an estimated $4.36M and leaving 58,531 shares worth $44.8M. The position accounts for 13.66% of the portfolio, ranked #1.

Wealth Quarterback first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. The position peaked at $56.9M in Q4 2025. 1,567 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Wealth Quarterback held 58,531 shares of iShares Core S&P 500 ETF worth $44.8M as of Q3 2026.
  • Wealth Quarterback sold 5,714 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.36M.
  • iShares Core S&P 500 ETF made up 13.66% of Wealth Quarterback's portfolio in Q3 2026, its #1 holding.
  • Wealth Quarterback first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's iShares Core S&P 500 ETF position peaked at $56.9M in Q4 2025.
  • 1,567 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.