Williams & Novak’s iShares Core S&P 500 ETF IVV Stock Holding History

Williams & Novak’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	$678K	Buy	885 +233	+36%	+$178K	0.4%	58
2026 Q2	$488K	Buy	652 +106	+19%	+$77.2K	0.32%	72
2026 Q1	$359K	Sell	546 -53	-9%	-$36.2K	0.27%	79
2025 Q4	$410K	Sell	599 -2	-0.3%	-$1.36K	0.31%	75
2025 Q3	$402K	Hold	601	–	–	0.31%	73
2025 Q2	$373K	Hold	601	–	–	0.32%	76
2025 Q1	$339K	Hold	601	–	–	0.33%	75
2024 Q4	$354K	Sell	601 -58	-9%	-$34.3K	0.34%	70
2024 Q3	$380K	Buy	659 +75	+13%	+$41.7K	0.36%	73
2024 Q2	$320K	Sell	584 -6	-1%	-$3.15K	0.3%	78
2024 Q1	$282K	Hold	590	–	–	0.32%	70
2023 Q4	$282K	Buy	+590	New	+$264K	0.32%	70

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

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

Williams & Novak's IVV Position: Q3 2026 in Review

Williams & Novak increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q3 2026, buying an estimated $178K and bringing the position to 885 shares worth $678K. The position accounts for 0.4% of the portfolio, ranked #58.

Williams & Novak first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Williams & Novak held 885 shares of iShares Core S&P 500 ETF worth $678K as of Q3 2026.
Williams & Novak bought 233 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $178K.
iShares Core S&P 500 ETF made up 0.4% of Williams & Novak's portfolio in Q3 2026, its #58 holding.
Williams & Novak first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.