Action Point Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Action Point Financial Planning's IVV Position: Q2 2026 in Review
Action Point Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 286% in Q2 2026, buying an estimated $9.15M and bringing the position to 16,956 shares worth $12.7M. The position accounts for 1.29% of the portfolio, ranked #15.
Action Point Financial Planning first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,086 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Action Point Financial Planning held 16,956 shares of iShares Core S&P 500 ETF worth $12.7M as of Q2 2026.
- Action Point Financial Planning bought 12,560 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $9.15M.
- iShares Core S&P 500 ETF made up 1.29% of Action Point Financial Planning's portfolio in Q2 2026, its #15 holding.
- Action Point Financial Planning first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.