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Weaver Consulting Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Weaver Consulting 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 		$5.14M Sell
6,717
-27
-0.4% -$20.6K 1% 25
2026
Q2 		$5.05M Sell
6,744
-210
-3% -$153K 1.04% 24
2026
Q1 		$4.54M Sell
6,954
-25
-0.4% -$17.1K 1.08% 22
2025
Q4 		$4.78M Sell
6,979
-72
-1% -$48.9K 1.17% 20
2025
Q3 		$4.72M Sell
7,051
-414
-6% -$267K 1.2% 18
2025
Q2 		$4.63M Sell
7,465
-90
-1% -$51.7K 1.28% 16
2025
Q1 		$4.25M Sell
7,555
-102
-1% -$60.2K 1.28% 17
2024
Q4 		$4.51M Sell
7,657
-46
-0.6% -$27.2K 1.39% 16
2024
Q3 		$4.44M Sell
7,703
-67
-0.9% -$37.3K 1.41% 16
2024
Q2 		$4.25M Buy
7,770
+342
+5% +$180K 1.48% 17
2024
Q1 		$3.91M Buy
7,428
+555
+8% +$278K 1.45% 16
2023
Q4 		$3.28M Sell
6,873
-86
-1% -$38.5K 1.33% 17
2023
Q3 		$2.99M Sell
6,959
-127
-2% -$56.8K 1.35% 16
2023
Q2 		$3.16M Sell
7,086
-244
-3% -$103K 1.39% 16
2023
Q1 		$3.01M Sell
7,330
-102
-1% -$40.9K 1.38% 15
2022
Q4 		$2.86M Sell
7,432
-106
-1% -$40.9K 1.46% 14
2022
Q3 		$2.7M Sell
7,538
-76
-1% -$30.3K 1.55% 13
2022
Q2 		$2.89M Sell
7,614
-8
-0.1% -$3.29K 1.61% 11
2022
Q1 		$3.46M Buy
7,622
+477
+7% +$213K 1.68% 12
2021
Q4 		$3.41M Sell
7,145
-25
-0.3% -$11.5K 1.64% 12
2021
Q3 		$3.09M Sell
7,170
-149
-2% -$66K 1.68% 13
2021
Q2 		$3.15M Buy
7,319
+273
+4% +$114K 1.77% 13
2021
Q1 		$2.8M Buy
7,046
+259
+4% +$100K 1.72% 14
2020
Q4 		$2.55M Sell
6,787
-47
-0.7% -$16.7K 1.59% 14
2020
Q3 		$2.3M Sell
6,834
-175
-2% -$58.2K 1.32% 15
2020
Q2 		$2.17M Buy
7,009
+86
+1% +$25.3K 1.26% 18
2020
Q1 		$1.79M Buy
6,923
+295
+4% +$90.4K 1.17% 19
2019
Q4 		$1.98M Sell
6,628
-8
-0.1% -$2.48K 1.06% 20
2019
Q3 		$2.01M Hold
6,636
– – 1.06% 21
2019
Q2 		$1.96M Sell
6,636
-125
-2% -$36.2K 1.07% 20
2019
Q1 		$1.97M Buy
+6,761
New +$1.85M 0.55% 31

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Weaver Consulting Group's IVV Position: Q3 2026 in Review

Weaver Consulting Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.4% in Q3 2026, selling an estimated $20.6K and leaving 6,717 shares worth $5.14M. The position accounts for 1% of the portfolio, ranked #25.

Weaver Consulting Group first reported a position in IVV in Q1 2019 and has held it in 31 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Weaver Consulting Group held 6,717 shares of iShares Core S&P 500 ETF worth $5.14M as of Q3 2026.
  • Weaver Consulting Group sold 27 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $20.6K.
  • iShares Core S&P 500 ETF made up 1% of Weaver Consulting Group's portfolio in Q3 2026, its #25 holding.
  • Weaver Consulting Group first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 31 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.