Wiser Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Wiser Wealth Management’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	$20.5M	Buy	26,765 +43	+0.2%	+$32.8K	3.72%	9
2026 Q2	$20M	Sell	26,722 -287	-1%	-$209K	3.83%	9
2026 Q1	$17.6M	Buy	27,009 +224	+0.8%	+$153K	3.8%	10
2025 Q4	$18.3M	Sell	26,785 -2,168	-7%	-$1.47M	4.08%	8
2025 Q3	$19.4M	Sell	28,953 -1,731	-6%	-$1.11M	4.43%	8
2025 Q2	$19.1M	Sell	30,684 -589	-2%	-$338K	4.77%	8
2025 Q1	$17.6M	Buy	31,273 +2,563	+9%	+$1.51M	4.93%	8
2024 Q4	$16.9M	Buy	28,710 +2	+0%	+$1.18K	4.74%	8
2024 Q3	$16.6M	Buy	28,708 +3,577	+14%	+$1.99M	4.75%	8
2024 Q2	$13.8M	Sell	25,131 -2,526	-9%	-$1.33M	4.26%	9
2024 Q1	$14.5M	Sell	27,657 -378	-1%	-$189K	4.77%	8
2023 Q4	$13.2M	Buy	28,035 +3,422	+14%	+$1.53M	4.8%	8
2023 Q3	$10.6M	Buy	24,613 +9	+0%	+$4.03K	4.3%	9
2023 Q2	$11M	Buy	24,604 +513	+2%	+$216K	4.4%	9
2023 Q1	$9.9M	Buy	24,091 +529	+2%	+$212K	4.23%	9
2022 Q4	$9.05M	Buy	23,562 +5,233	+29%	+$2.02M	4.18%	9
2022 Q3	$6.57M	Buy	18,329 +1,215	+7%	+$485K	3.44%	10
2022 Q2	$6.49M	Sell	17,114 -96,519	-85%	-$39.7M	3.36%	10
2022 Q1	$51.6M	Buy	113,633 +10,940	+11%	+$4.89M	23.77%	1
2021 Q4	$49M	Buy	102,693 +3,903	+4%	+$1.8M	23.93%	1
2021 Q3	$42.6M	Buy	98,790 +9,943	+11%	+$4.41M	22.69%	1
2021 Q2	$38.2M	Buy	88,847 +5,637	+7%	+$2.36M	23.26%	1
2021 Q1	$33.1M	Buy	83,210 +3,798	+5%	+$1.47M	22.74%	1
2020 Q4	$29.8M	Buy	+79,412	New	+$28.3M	22.35%	1

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Wiser Wealth Management's IVV Position: Q3 2026 in Review

Wiser Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.16% in Q3 2026, buying an estimated $32.8K and bringing the position to 26,765 shares worth $20.5M. The position accounts for 3.72% of the portfolio, ranked #9.

Wiser Wealth Management first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. The position peaked at $51.6M in Q1 2022. 1,004 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Wiser Wealth Management held 26,765 shares of iShares Core S&P 500 ETF worth $20.5M as of Q3 2026.
Wiser Wealth Management bought 43 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $32.8K.
iShares Core S&P 500 ETF made up 3.72% of Wiser Wealth Management's portfolio in Q3 2026, its #9 holding.
Wiser Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
Wiser Wealth Management's iShares Core S&P 500 ETF position peaked at $51.6M in Q1 2022.
1,004 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.