Blueprint Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.5M Buy
+13,991
New +$10.2M 1.16% 16
2026
Q1
Sell
-12,449
Closed -$8.53M 108
2025
Q4
$8.53M Buy
12,449
+321
+3% +$218K 1.3% 13
2025
Q3
$8.12M Buy
12,128
+1,441
+13% +$928K 1.75% 11
2025
Q2
$6.64M Buy
+10,687
New +$6.14M 2.13% 9

Other funds holding IVV

Blueprint Financial Advisors's IVV Position: Q2 2026 in Review

Blueprint Financial Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 13,991 shares worth $10.5M. The stake represents 1.16% of the portfolio and ranks #16 among its holdings. This is a return to the name: Blueprint Financial Advisors previously reported a position in IVV as recently as Q4 2025.

Blueprint Financial Advisors first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Blueprint Financial Advisors held 13,991 shares of iShares Core S&P 500 ETF worth $10.5M as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Blueprint Financial Advisors position in Q2 2026.
  • iShares Core S&P 500 ETF made up 1.16% of Blueprint Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Blueprint Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.