360 Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

360 Financial’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 Q2	$236K	Hold	315	–	–	0.06%	72
2026 Q1	$206K	Buy	+315	New	+$215K	0.06%	76
2025 Q1	–	Sell	-375	Closed	-$221K	–	83
2024 Q4	$221K	Hold	375	–	–	0.08%	72
2024 Q3	$216K	Buy	+375	New	+$209K	0.08%	79

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

360 Financial's IVV Position: Q2 2026 in Review

360 Financial held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 315 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #72.

360 Financial first reported a position in IVV in Q3 2024 and has held it in 4 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

360 Financial held 315 shares of iShares Core S&P 500 ETF worth $236K as of Q2 2026.
360 Financial left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.06% of 360 Financial's portfolio in Q2 2026, its #72 holding.
360 Financial first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 4 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.