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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
Q2 		$272K Buy
362
+1
+0.3% +$728 0.13% 97
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
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

AFT Forsyth & Company's IVV Position: Q2 2026 in Review

AFT Forsyth & Company increased its iShares Core S&P 500 ETF (IVV) stake by 0.28% in Q2 2026, buying an estimated $728 and bringing the position to 362 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #97.

AFT Forsyth & Company first reported a position in IVV in Q2 2013 and has held it in 10 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • AFT Forsyth & Company held 362 shares of iShares Core S&P 500 ETF worth $272K as of Q2 2026.
  • AFT Forsyth & Company bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.13% of AFT Forsyth & Company's portfolio in Q2 2026, its #97 holding.
  • AFT Forsyth & Company first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 10 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.