WESPAC Advisors
IVV icon

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

WESPAC 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
2026
Q3 		$8.69M Buy
11,346
+4,145
+58% +$3.16M 4.4% 1
2026
Q2 		$5.39M Sell
7,201
-1,334
-16% -$971K 2.63% 5
2026
Q1 		$5.58M Sell
8,535
-5,008
-37% -$3.42M 3.05% 3
2025
Q4 		$9.28M Buy
13,543
+3,026
+29% +$2.05M 5.03% 1
2025
Q3 		$7.04M Buy
10,517
+4,651
+79% +$3M 4.11% 1
2025
Q2 		$3.64M Sell
5,866
-1,770
-23% -$1.02M 2.55% 2
2025
Q1 		$4.29M Buy
7,636
+572
+8% +$338K 3.5% 1
2024
Q4 		$4.16M Buy
7,064
+574
+9% +$340K 3.06% 4
2024
Q3 		$3.74M Sell
6,490
-148
-2% -$82.3K 2.77% 4
2024
Q2 		$3.63M Sell
6,638
-186
-3% -$97.8K 2.84% 3
2024
Q1 		$3.59M Sell
6,824
-75
-1% -$37.5K 2.09% 4
2023
Q4 		$3.3M Buy
6,899
+4,857
+238% +$2.17M 2.29% 4
2023
Q3 		$877K Buy
2,042
+1,042
+104% +$466K 0.66% 55
2023
Q2 		$446K Buy
1,000
+134
+15% +$56.5K 0.36% 82
2023
Q1 		$356K Buy
+866
New +$347K 0.33% 81
2022
Q2 		– Sell
-1,276
Closed -$579K – 106
2022
Q1 		$579K Sell
1,276
-280
-18% -$125K 0.63% 67
2021
Q4 		$742K Buy
1,556
+60
+4% +$27.7K 0.5% 78
2021
Q3 		$645K Buy
1,496
+550
+58% +$244K 0.4% 91
2021
Q2 		$407K Buy
946
+399
+73% +$167K 0.78% 62
2021
Q1 		$218K Buy
+547
New +$212K 0.16% 152

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

WESPAC Advisors's IVV Position: Q3 2026 in Review

WESPAC Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 58% in Q3 2026, buying an estimated $3.16M and bringing the position to 11,346 shares worth $8.69M. The position accounts for 4.4% of the portfolio, ranked #1.

WESPAC Advisors first reported a position in IVV in Q1 2021 and has held it in 20 quarters since. The position peaked at $9.28M in Q4 2025. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • WESPAC Advisors held 11,346 shares of iShares Core S&P 500 ETF worth $8.69M as of Q3 2026.
  • WESPAC Advisors bought 4,145 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.16M.
  • iShares Core S&P 500 ETF made up 4.4% of WESPAC Advisors's portfolio in Q3 2026, its #1 holding.
  • WESPAC Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 20 quarters since.
  • WESPAC Advisors's iShares Core S&P 500 ETF position peaked at $9.28M in Q4 2025.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.