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AIFG Consultants’s iShares Core S&P 500 ETF IVV Stock Holding History

AIFG Consultants’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
2025
Q3 		– Sell
-355
Closed -$220K – 50
2025
Q2 		$220K Sell
355
-267
-43% -$153K 0.43% 49
2025
Q1 		$350K Hold
622
– – 0.58% 41
2024
Q4 		$366K Buy
622
+2
+0.3% +$1.18K 0.6% 36
2024
Q3 		$358K Sell
620
-177
-22% -$98.4K 0.27% 38
2024
Q2 		$437K Buy
+797
New +$419K 0.32% 30
2023
Q3 		– Sell
-794
Closed -$354K – 38
2023
Q2 		$354K Buy
794
+1
+0.1% +$421 0.28% 26
2023
Q1 		$326K Buy
793
+1
+0.1% +$401 0.28% 30
2022
Q4 		$304K Buy
+792
New +$306K 0.3% 28

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AIFG Consultants's IVV Position: Q3 2025 in Review

AIFG Consultants sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 355 shares — an estimated $220K sold.

AIFG Consultants first reported a position in IVV in Q4 2022 and held it in 8 quarters. The position peaked at $437K in Q2 2024. 3,675 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • AIFG Consultants reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • AIFG Consultants sold 355 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $220K.
  • AIFG Consultants first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 8 quarters.
  • AIFG Consultants's iShares Core S&P 500 ETF position peaked at $437K in Q2 2024.
  • 3,675 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on AIFG Consultants's 13F filing for Q3 2025, filed 14 Oct 2025.