4FG
IVV icon

4Thought Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

4Thought Financial Group’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 		$15M Sell
19,967
-9,183
-32% -$6.69M 7.03% 2
2026
Q1 		$19M Sell
29,150
-3,805
-12% -$2.6M 9.42% 2
2025
Q4 		$22.6M Sell
32,955
-2,418
-7% -$1.64M 11.18% 2
2025
Q3 		$23.7M Sell
35,373
-455
-1% -$293K 11.97% 2
2025
Q2 		$22.2M Buy
35,828
+21,626
+152% +$12.4M 11.82% 2
2025
Q1 		$7.98M Sell
14,202
-4,845
-25% -$2.86M 4.93% 4
2024
Q4 		$11.2M Sell
19,047
-3,918
-17% -$2.32M 6.96% 2
2024
Q3 		$13.2M Sell
22,965
-4,211
-15% -$2.34M 8.17% 2
2024
Q2 		$14.9M Sell
27,176
-3,265
-11% -$1.72M 9.24% 2
2024
Q1 		$16M Buy
30,441
+13,391
+79% +$6.7M 10.53% 2
2023
Q4 		$8.14M Sell
17,050
-17,083
-50% -$7.65M 5.89% 2
2023
Q3 		$14.7M Buy
34,133
+1,821
+6% +$815K 11.79% 2
2023
Q2 		$14.4M Buy
32,312
+3,015
+10% +$1.27M 11.49% 2
2023
Q1 		$12M Buy
29,297
+2,206
+8% +$884K 9.96% 2
2022
Q4 		$10.4M Buy
27,091
+1,013
+4% +$391K 9.38% 2
2022
Q3 		$9.35M Buy
26,078
+808
+3% +$323K 9.2% 2
2022
Q2 		$9.58M Buy
25,270
+13,712
+119% +$5.64M 8.99% 2
2022
Q1 		$5.24M Sell
11,558
-1,743
-13% -$780K 4.65% 3
2021
Q4 		$6.34M Sell
13,301
-1,489
-10% -$686K 5.12% 3
2021
Q3 		$6.37M Sell
14,790
-4,107
-22% -$1.82M 5.53% 3
2021
Q2 		$8.12M Sell
18,897
-2,634
-12% -$1.1M 7.33% 2
2021
Q1 		$8.56M Buy
+21,531
New +$8.34M 8.26% 2

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

4Thought Financial Group's IVV Position: Q2 2026 in Review

4Thought Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 32% in Q2 2026, selling an estimated $6.69M and leaving 19,967 shares worth $15M. The position accounts for 7.03% of the portfolio, ranked #2.

4Thought Financial Group first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $23.7M in Q3 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • 4Thought Financial Group held 19,967 shares of iShares Core S&P 500 ETF worth $15M as of Q2 2026.
  • 4Thought Financial Group sold 9,183 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.69M.
  • iShares Core S&P 500 ETF made up 7.03% of 4Thought Financial Group's portfolio in Q2 2026, its #2 holding.
  • 4Thought Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • 4Thought Financial Group's iShares Core S&P 500 ETF position peaked at $23.7M in Q3 2025.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.