Zynergy Retirement Planning
IVV icon

Zynergy Retirement Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Zynergy Retirement Planning’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 		$44.5M Sell
58,112
-1,427
-2% -$1.09M 23.77% 1
2026
Q2 		$44.6M Buy
59,539
+21
+0% +$15.3K 24.18% 1
2026
Q1 		$38.9M Buy
59,518
+2,401
+4% +$1.64M 23.51% 1
2025
Q4 		$39.1M Buy
57,117
+360
+0.6% +$244K 24.07% 1
2025
Q3 		$38M Sell
56,757
-302
-0.5% -$195K 23.96% 1
2025
Q2 		$35.4M Buy
57,059
+2,816
+5% +$1.62M 23.76% 1
2025
Q1 		$31.9M Buy
54,243
+1,590
+3% +$939K 22.65% 1
2024
Q4 		$30.4M Hold
52,653
– – 21.4% 1
2024
Q3 		$30.4M Buy
52,653
+1,526
+3% +$848K 21.4% 1
2024
Q2 		$28M Buy
+51,127
New +$26.9M 21.42% 1

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Zynergy Retirement Planning's IVV Position: Q3 2026 in Review

Zynergy Retirement Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q3 2026, selling an estimated $1.09M and leaving 58,112 shares worth $44.5M. The position accounts for 23.77% of the portfolio, ranked #1.

Zynergy Retirement Planning first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. The position peaked at $44.6M in Q2 2026. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Zynergy Retirement Planning held 58,112 shares of iShares Core S&P 500 ETF worth $44.5M as of Q3 2026.
  • Zynergy Retirement Planning sold 1,427 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.09M.
  • iShares Core S&P 500 ETF made up 23.77% of Zynergy Retirement Planning's portfolio in Q3 2026, its #1 holding.
  • Zynergy Retirement Planning first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
  • Zynergy Retirement Planning's iShares Core S&P 500 ETF position peaked at $44.6M in Q2 2026.
  • 2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Zynergy Retirement Planning's 13F filing for Q3 2026, filed 8 Oct 2026.