BF
IVV icon

Blankinship & Foster’s iShares Core S&P 500 ETF IVV Stock Holding History

Blankinship & Foster’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
Q1 		$624K Sell
955
-197
-17% -$135K 0.14% 42
2025
Q4 		$789K Hold
1,152
– – 0.17% 38
2025
Q3 		$771K Sell
1,152
-13
-1% -$8.37K 0.17% 38
2025
Q2 		$723K Sell
1,165
-29
-2% -$16.7K 0.17% 36
2025
Q1 		$671K Sell
1,194
-187
-14% -$110K 0.17% 38
2024
Q4 		$813K Hold
1,381
– – 0.2% 34
2024
Q3 		$797K Hold
1,381
– – 0.19% 35
2024
Q2 		$756K Sell
1,381
-110
-7% -$57.8K 0.19% 34
2024
Q1 		$784K Sell
1,491
-105
-7% -$52.5K 0.21% 33
2023
Q4 		$762K Sell
1,596
-64
-4% -$28.6K 0.22% 34
2023
Q3 		$713K Sell
1,660
-179
-10% -$80.1K 0.24% 32
2023
Q2 		$819K Sell
1,839
-107
-5% -$45.1K 0.26% 30
2023
Q1 		$800K Sell
1,946
-127
-6% -$50.9K 0.35% 31
2022
Q4 		$796K Buy
2,073
+315
+18% +$122K 0.35% 31
2022
Q3 		$631K Sell
1,758
-32
-2% -$12.8K 0.31% 34
2022
Q2 		$679K Sell
1,790
-289
-14% -$119K 0.31% 30
2022
Q1 		$943K Sell
2,079
-91
-4% -$40.7K 0.38% 27
2021
Q4 		$1.03M Sell
2,170
-129
-6% -$59.5K 0.39% 27
2021
Q3 		$990K Sell
2,299
-159
-6% -$70.5K 0.4% 27
2021
Q2 		$1.06M Sell
2,458
-320
-12% -$134K 0.42% 26
2021
Q1 		$1.1M Sell
2,778
-144
-5% -$55.8K 0.46% 24
2020
Q4 		$1.1M Sell
2,922
-268
-8% -$95.4K 0.46% 23
2020
Q3 		$1.07M Sell
3,190
-25
-0.8% -$8.32K 0.51% 23
2020
Q2 		$996K Buy
3,215
+1,224
+61% +$359K 0.52% 21
2020
Q1 		$514K Buy
+1,991
New +$610K 0.34% 27

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Blankinship & Foster's IVV Position: Q1 2026 in Review

Blankinship & Foster reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, selling an estimated $135K and leaving 955 shares worth $624K. The position accounts for 0.14% of the portfolio, ranked #42.

Blankinship & Foster first reported a position in IVV in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.1M in Q1 2021. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Blankinship & Foster held 955 shares of iShares Core S&P 500 ETF worth $624K as of Q1 2026.
  • Blankinship & Foster sold 197 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $135K.
  • iShares Core S&P 500 ETF made up 0.14% of Blankinship & Foster's portfolio in Q1 2026, its #42 holding.
  • Blankinship & Foster first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • Blankinship & Foster's iShares Core S&P 500 ETF position peaked at $1.1M in Q1 2021.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.