Wealthstream Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealthstream Advisors’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	$667K	Hold	997	–	–	0.1%	71
2025 Q2	$619K	Buy	997 +49	+5%	+$28.1K	0.1%	70
2025 Q1	$532K	Sell	948 -157	-14%	-$92.7K	0.1%	76
2024 Q4	$650K	Buy	1,105 +195	+21%	+$115K	0.12%	66
2024 Q3	$525K	Hold	910	–	–	0.1%	78
2024 Q2	$498K	Sell	910 -47	-5%	-$24.7K	0.18%	72
2024 Q1	$503K	Buy	957 +47	+5%	+$23.5K	0.19%	72
2023 Q4	$434K	Sell	910 -40	-4%	-$17.9K	0.18%	79
2023 Q3	$408K	Hold	950	–	–	0.21%	61
2023 Q2	$423K	Buy	950 +2	+0.2%	+$843	0.22%	54
2023 Q1	$390K	Sell	948 -4	-0.4%	-$1.6K	0.23%	52
2022 Q4	$366K	Buy	952 +10	+1%	+$3.86K	0.24%	50
2022 Q3	$338K	Buy	942 +4	+0.4%	+$1.6K	0.36%	44
2022 Q2	$356K	Buy	938 +2	+0.2%	+$823	0.36%	41
2022 Q1	$425K	Sell	936 -61	-6%	-$27.3K	0.37%	39
2021 Q4	$476K	Buy	+997	New	+$459K	0.41%	36

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

Wealthstream Advisors's IVV Position: Q3 2025 in Review

Wealthstream Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 997 shares worth $667K. The position accounts for 0.1% of the portfolio, ranked #71.

Wealthstream Advisors first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Wealthstream Advisors held 997 shares of iShares Core S&P 500 ETF worth $667K as of Q3 2025.
Wealthstream Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
iShares Core S&P 500 ETF made up 0.1% of Wealthstream Advisors's portfolio in Q3 2025, its #71 holding.
Wealthstream Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.