James T. Borello RIA’s iShares Core S&P 500 ETF IVV Stock Holding History

James T. Borello RIA’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	$490K	Buy	640 +216	+51%	+$165K	0.1%	71
2026 Q2	$318K	Sell	424 -4	-0.9%	-$2.91K	0.07%	90
2026 Q1	$280K	Sell	428 -32	-7%	-$21.9K	0.07%	87
2025 Q4	$315K	Hold	460	–	–	0.08%	80
2025 Q3	$308K	Sell	460 -20	-4%	-$12.9K	0.08%	75
2025 Q2	$298K	Sell	480 -37	-7%	-$21.2K	0.09%	73
2025 Q1	$291K	Sell	517 -22	-4%	-$13K	0.09%	67
2024 Q4	$317K	Hold	539	–	–	0.12%	62
2024 Q3	$311K	Buy	539 +32	+6%	+$17.8K	0.13%	60
2024 Q2	$277K	Hold	507	–	–	0.12%	58
2024 Q1	$267K	Sell	507 -24	-5%	-$12K	0.12%	57
2023 Q4	$254K	Buy	+531	New	+$238K	0.21%	44

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

James T. Borello RIA's IVV Position: Q3 2026 in Review

James T. Borello RIA increased its iShares Core S&P 500 ETF (IVV) stake by 51% in Q3 2026, buying an estimated $165K and bringing the position to 640 shares worth $490K. The position accounts for 0.1% of the portfolio, ranked #71.

James T. Borello RIA first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 1,010 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

James T. Borello RIA held 640 shares of iShares Core S&P 500 ETF worth $490K as of Q3 2026.
James T. Borello RIA bought 216 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $165K.
iShares Core S&P 500 ETF made up 0.1% of James T. Borello RIA's portfolio in Q3 2026, its #71 holding.
James T. Borello RIA first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,010 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.