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Asset Planning Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Asset Planning Inc’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 		$16.5K Hold
22
– – 0.01% 225
2026
Q1 		$14.3K Hold
22
– – 0.01% 226
2025
Q4 		$15K Hold
22
– – 0.01% 216
2025
Q3 		$14.6K Hold
22
– – 0.01% 222
2025
Q2 		$13.5K Hold
22
– – 0.01% 219
2025
Q1 		$12.2K Hold
22
– – 0.01% 229
2024
Q4 		$12.7K Buy
+22
New +$13K 0.01% 229

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

Asset Planning Inc's IVV Position: Q2 2026 in Review

Asset Planning Inc held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 22 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #225.

Asset Planning Inc first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Asset Planning Inc held 22 shares of iShares Core S&P 500 ETF worth $16.5K as of Q2 2026.
  • Asset Planning Inc left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #225 holding.
  • Asset Planning Inc first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.