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Cannon Financial Strategists’s iShares Core S&P 500 ETF IVV Stock Holding History

Cannon Financial Strategists’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 		$2.84M Buy
4,347
+548
+14% +$374K 0.37% 25
2025
Q4 		$2.6M Buy
3,799
+262
+7% +$178K 0.36% 24
2025
Q3 		$2.37M Buy
3,537
+320
+10% +$206K 0.34% 26
2025
Q2 		$2M Hold
3,217
– – 0.32% 27
2025
Q1 		$1.81M Buy
3,217
+43
+1% +$25.4K 0.31% 28
2024
Q4 		$1.87M Sell
3,174
-30
-0.9% -$17.8K 0.32% 26
2024
Q3 		$1.85M Sell
3,204
-29
-0.9% -$16.1K 0.32% 26
2024
Q2 		$1.77M Sell
3,233
-3
-0.1% -$1.58K 0.34% 24
2024
Q1 		$1.7M Hold
3,236
– – 0.33% 23
2023
Q4 		$1.55M Sell
3,236
-20
-0.6% -$8.95K 0.33% 25
2023
Q3 		$1.4M Sell
3,256
-196
-6% -$87.7K 0.36% 24
2023
Q2 		$1.54M Buy
3,452
+50
+1% +$21.1K 0.42% 22
2023
Q1 		$1.4M Buy
3,402
+3
+0.1% +$1.2K 0.47% 22
2022
Q4 		$1.31M Buy
3,399
+110
+3% +$42.5K 0.48% 22
2022
Q3 		$1.18M Sell
3,289
-106
-3% -$42.3K 0.46% 25
2022
Q2 		$1.29M Sell
3,395
-99
-3% -$40.7K 0.5% 23
2022
Q1 		$1.59M Buy
3,494
+440
+14% +$197K 0.57% 20
2021
Q4 		$1.46M Sell
3,054
-230
-7% -$106K 0.52% 20
2021
Q3 		$1.41M Buy
3,284
+17
+0.5% +$7.53K 0.55% 20
2021
Q2 		$1.4M Sell
3,267
-141
-4% -$59.1K 0.56% 20
2021
Q1 		$1.36M Sell
3,408
-143
-4% -$55.4K 0.58% 20
2020
Q4 		$1.33M Buy
3,551
+83
+2% +$29.5K 0.65% 22
2020
Q3 		$1.17M Sell
3,468
-47
-1% -$15.6K 0.64% 23
2020
Q2 		$1.09M Buy
3,515
+463
+15% +$136K 0.66% 22
2020
Q1 		$789K Sell
3,052
-183
-6% -$56.1K 0.59% 23
2019
Q4 		$1.05M Sell
3,235
-225
-7% -$69.6K 0.68% 22
2019
Q3 		$1.03M Sell
3,460
-388
-10% -$115K 0.79% 21
2019
Q2 		$1.13M Sell
3,848
-172
-4% -$49.8K 0.96% 19
2019
Q1 		$1.14M Buy
+4,020
New +$1.1M 1.03% 19

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

Cannon Financial Strategists's IVV Position: Q1 2026 in Review

Cannon Financial Strategists increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q1 2026, buying an estimated $374K and bringing the position to 4,347 shares worth $2.84M. The position accounts for 0.37% of the portfolio, ranked #25.

Cannon Financial Strategists first reported a position in IVV in Q1 2019 and has held it in 29 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Cannon Financial Strategists held 4,347 shares of iShares Core S&P 500 ETF worth $2.84M as of Q1 2026.
  • Cannon Financial Strategists bought 548 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $374K.
  • iShares Core S&P 500 ETF made up 0.37% of Cannon Financial Strategists's portfolio in Q1 2026, its #25 holding.
  • Cannon Financial Strategists first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.