AFT Forsyth & Company’s iShares Core S&P 500 ETF IVV Stock Holding History

AFT Forsyth & Company’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 Q1	$236K	Hold	361	–	–	0.11%	116
2025 Q4	$247K	Buy	361 +2	+0.6%	+$1.36K	0.11%	116
2025 Q3	$241K	Hold	359	–	–	0.12%	106
2025 Q2	$223K	Buy	359 +2	+0.6%	+$1.15K	0.11%	108
2025 Q1	$201K	Buy	357 +1	+0.3%	+$591	0.11%	125
2024 Q4	$210K	Buy	356 +1	+0.3%	+$592	0.1%	120
2024 Q3	$205K	Buy	+355	New	+$197K	0.1%	131
2013 Q3	$55K	Hold	325	–	–	0.07%	169
2013 Q2	$52K	Buy	+325	New	+$52.6K	0.07%	161

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AFT Forsyth & Company's IVV Position: Q1 2026 in Review

AFT Forsyth & Company held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 361 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #116.

AFT Forsyth & Company first reported a position in IVV in Q2 2013 and has held it in 9 quarters since. The position peaked at $247K in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

AFT Forsyth & Company held 361 shares of iShares Core S&P 500 ETF worth $236K as of Q1 2026.
AFT Forsyth & Company left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.11% of AFT Forsyth & Company's portfolio in Q1 2026, its #116 holding.
AFT Forsyth & Company first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 9 quarters since.
AFT Forsyth & Company's iShares Core S&P 500 ETF position peaked at $247K in Q4 2025.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.