XY Planning Network’s iShares Core S&P 500 ETF IVV Stock Holding History

XY Planning Network’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	$12.5M	Buy	16,308 +2,202	+16%	+$1.68M	1.34%	15
2026 Q2	$10.6M	Buy	14,106 +2,085	+17%	+$1.52M	1.33%	18
2026 Q1	$7.91M	Buy	12,021 +2,000	+20%	+$1.37M	1.26%	17
2025 Q4	$6.86M	Sell	10,021 -3,037	-23%	-$2.06M	1.2%	21
2025 Q3	$8.11M	Hold	13,058	–	–	2.76%	5
2025 Q2	$8.11M	Buy	13,058 +9,454	+262%	+$5.43M	2.76%	5
2025 Q1	$2.03M	Buy	+3,604	New	+$2.13M	1.35%	21

Other funds holding IVV

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

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

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

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

XY Planning Network's IVV Position: Q3 2026 in Review

XY Planning Network increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q3 2026, buying an estimated $1.68M and bringing the position to 16,308 shares worth $12.5M. The position accounts for 1.34% of the portfolio, ranked #15.

XY Planning Network first reported a position in IVV in Q1 2025 and has held it in 7 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

XY Planning Network held 16,308 shares of iShares Core S&P 500 ETF worth $12.5M as of Q3 2026.
XY Planning Network bought 2,202 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.68M.
iShares Core S&P 500 ETF made up 1.34% of XY Planning Network's portfolio in Q3 2026, its #15 holding.
XY Planning Network first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.