4Thought Financial Group
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
Q3 		$13.5M Sell
17,623
-2,344
-12% -$1.79M 6.29% 2
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 		$9.6M 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

4Thought Financial Group's IVV Position: Q3 2026 in Review

4Thought Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2026, selling an estimated $1.79M and leaving 17,623 shares worth $13.5M. The position accounts for 6.29% of the portfolio, ranked #2.

4Thought Financial Group first reported a position in IVV in Q1 2021 and has held it in 23 quarters since. The position peaked at $23.7M in Q3 2025. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • 4Thought Financial Group held 17,623 shares of iShares Core S&P 500 ETF worth $13.5M as of Q3 2026.
  • 4Thought Financial Group sold 2,344 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.79M.
  • iShares Core S&P 500 ETF made up 6.29% of 4Thought Financial Group's portfolio in Q3 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 23 quarters since.
  • 4Thought Financial Group's iShares Core S&P 500 ETF position peaked at $23.7M in Q3 2025.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.