Blackston Financial Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Blackston Financial Advisory Group’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 Q4	–	Sell	-301	Closed	-$201K	–	109
2025 Q3	$201K	Buy	+301	New	+$194K	0.12%	106
2023 Q1	–	Sell	-1,242	Closed	-$477K	–	93
2022 Q4	$477K	Buy	1,242 +78	+7%	+$30.1K	0.35%	48
2022 Q3	$451K	Buy	+1,164	New	+$465K	0.32%	49

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Blackston Financial Advisory Group's IVV Position: Q4 2025 in Review

Blackston Financial Advisory Group sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 301 shares — an estimated $201K sold.

Blackston Financial Advisory Group first reported a position in IVV in Q3 2022 and held it in 3 quarters. The position peaked at $477K in Q4 2022. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Blackston Financial Advisory Group reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Blackston Financial Advisory Group sold 301 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $201K.
Blackston Financial Advisory Group first reported a position in iShares Core S&P 500 ETF in Q3 2022 and held it in 3 quarters.
Blackston Financial Advisory Group's iShares Core S&P 500 ETF position peaked at $477K in Q4 2022.
4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.