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Axiom Financial Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Axiom Financial Strategies’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 		$68.1M Buy
90,945
+886
+1% +$645K 21.34% 2
2026
Q1 		$58.8M Buy
90,059
+26,208
+41% +$17.9M 20.71% 2
2025
Q4 		$43.7M Sell
63,851
-755
-1% -$513K 18.4% 1
2025
Q3 		$43.2M Buy
64,606
+14,350
+29% +$9.24M 18.61% 1
2025
Q2 		$31.2M Sell
50,256
-2,187
-4% -$1.26M 17.41% 1
2025
Q1 		$29.5M Sell
52,443
-90
-0.2% -$53.1K 17.47% 1
2024
Q4 		$30.9M Buy
52,533
+842
+2% +$498K 17.25% 1
2024
Q3 		$29.8M Buy
51,691
+22,721
+78% +$12.6M 15.75% 1
2024
Q2 		$15.9M Sell
28,970
-343
-1% -$180K 10.3% 3
2024
Q1 		$15.4M Sell
29,313
-903
-3% -$452K 9.81% 3
2023
Q4 		$14.4M Sell
30,216
-150
-0.5% -$67.1K 9.37% 3
2023
Q3 		$13M Buy
30,366
+16,650
+121% +$7.45M 8.75% 3
2023
Q2 		$6.11M Buy
+13,716
New +$5.78M 3.51% 11
2023
Q1 		– Sell
-15,311
Closed -$5.88M – 37
2022
Q4 		$5.88M Sell
15,311
-351
-2% -$135K 3.69% 10
2022
Q3 		$5.62M Sell
15,662
-1,083
-6% -$432K 2.99% 10
2022
Q2 		$6.35M Buy
16,745
+361
+2% +$148K 3.34% 8
2022
Q1 		$6.75M Sell
16,384
-718
-4% -$321K 3.4% 8
2021
Q4 		$8.16M Buy
17,102
+316
+2% +$146K 3.71% 8
2021
Q3 		$7.23M Buy
16,786
+4
+0% +$1.77K 3.41% 8
2021
Q2 		$7.21M Buy
16,782
+164
+1% +$68.7K 3.33% 8
2021
Q1 		$6.61M Sell
16,618
-725
-4% -$281K 3.25% 8
2020
Q4 		$5.83M Hold
17,343
– – 3.5% 8
2020
Q3 		$5.83M Sell
17,343
-27
-0.2% -$8.98K 3.5% 8
2020
Q2 		$5.38M Sell
17,370
-8,898
-34% -$2.61M 3.51% 7
2020
Q1 		$6.79M Buy
+26,268
New +$8.05M 5.48% 6

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 22.9% 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

Axiom Financial Strategies's IVV Position: Q2 2026 in Review

Axiom Financial Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q2 2026, buying an estimated $645K and bringing the position to 90,945 shares worth $68.1M. The position accounts for 21.34% of the portfolio, ranked #2.

Axiom Financial Strategies first reported a position in IVV in Q1 2020 and has held it in 25 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Axiom Financial Strategies held 90,945 shares of iShares Core S&P 500 ETF worth $68.1M as of Q2 2026.
  • Axiom Financial Strategies bought 886 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $645K.
  • iShares Core S&P 500 ETF made up 21.34% of Axiom Financial Strategies's portfolio in Q2 2026, its #2 holding.
  • Axiom Financial Strategies first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.