BFG
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Bouchey Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bouchey Financial 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
2026
Q2 		$1.11M Hold
1,476
– – 0.07% 59
2026
Q1 		$1.01M Buy
1,476
+17
+1% +$11.6K 0.07% 58
2025
Q4 		$1,000K Sell
1,459
-48
-3% -$32.6K 0.07% 58
2025
Q3 		$1.01M Buy
1,507
+110
+8% +$70.8K 0.08% 52
2025
Q2 		$868K Sell
1,397
-1
-0.1% -$574 0.07% 55
2025
Q1 		$786K Buy
1,398
+8
+0.6% +$4.72K 0.07% 52
2024
Q4 		$818K Sell
1,390
-337
-20% -$199K 0.07% 50
2024
Q3 		$996K Sell
1,727
-41
-2% -$22.8K 0.09% 51
2024
Q2 		$967K Buy
1,768
+29
+2% +$15.2K 0.09% 48
2024
Q1 		$914K Sell
1,739
-39
-2% -$19.5K 0.09% 49
2023
Q4 		$849K Buy
1,778
+139
+8% +$62.2K 0.09% 48
2023
Q3 		$705K Buy
1,639
+344
+27% +$154K 0.09% 49
2023
Q2 		$577K Sell
1,295
-75
-5% -$31.6K 0.07% 53
2023
Q1 		$563K Buy
1,370
+216
+19% +$86.6K 0.07% 52
2022
Q4 		$443K Buy
1,154
+1
+0.1% +$386 0.06% 58
2022
Q3 		$414K Sell
1,153
-15
-1% -$5.99K 0.06% 59
2022
Q2 		$443K Hold
1,168
– – 0.07% 56
2022
Q1 		$530K Sell
1,168
-15
-1% -$6.71K 0.07% 51
2021
Q4 		$564K Buy
1,183
+13
+1% +$5.99K 0.08% 53
2021
Q3 		$504K Buy
1,170
+10
+0.9% +$4.43K 0.07% 53
2021
Q2 		$499K Hold
1,160
– – 0.08% 45
2021
Q1 		$461K Buy
1,160
+181
+18% +$70.1K 0.07% 48
2020
Q4 		$368K Buy
+979
New +$348K 0.06% 53

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

Bouchey Financial Group's IVV Position: Q2 2026 in Review

Bouchey Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,476 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #59.

Bouchey Financial Group first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bouchey Financial Group held 1,476 shares of iShares Core S&P 500 ETF worth $1.11M as of Q2 2026.
  • Bouchey Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.07% of Bouchey Financial Group's portfolio in Q2 2026, its #59 holding.
  • Bouchey Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.