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

Abbot Financial Management’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 		$276K Hold
368
– – 0.09% 126
2026
Q1 		$240K Hold
368
– – 0.1% 128
2025
Q4 		$252K Hold
368
– – 0.1% 126
2025
Q3 		$246K Hold
368
– – 0.11% 124
2025
Q2 		$228K Hold
368
– – 0.11% 124
2025
Q1 		$207K Hold
368
– – 0.11% 120
2024
Q4 		$217K Hold
368
– – 0.11% 119
2024
Q3 		$212K Hold
368
– – 0.11% 122
2024
Q2 		$201K Buy
+368
New +$194K 0.11% 122

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Abbot Financial Management's IVV Position: Q2 2026 in Review

Abbot Financial Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 368 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #126.

Abbot Financial Management first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Abbot Financial Management held 368 shares of iShares Core S&P 500 ETF worth $276K as of Q2 2026.
  • Abbot Financial Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.09% of Abbot Financial Management's portfolio in Q2 2026, its #126 holding.
  • Abbot Financial Management first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.