Whitaker-Myers Wealth Managers’s iShares Core S&P 500 ETF IVV Stock Holding History

Whitaker-Myers Wealth Managers’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	$279K	Hold	364	–	–	0.05%	105
2026 Q2	$273K	Buy	+364	New	+$265K	0.05%	104

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IVV Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 364 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #105.

Whitaker-Myers Wealth Managers first reported a position in IVV in Q2 2026 and has held it in 2 quarters since. 3,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Whitaker-Myers Wealth Managers held 364 shares of iShares Core S&P 500 ETF worth $279K as of Q3 2026.
Whitaker-Myers Wealth Managers left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #105 holding.
Whitaker-Myers Wealth Managers first reported a position in iShares Core S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
3,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.