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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
Q2 		$3.25M Sell
4,339
-8
-0.2% -$5.83K 0.37% 25
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 $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

Cannon Financial Strategists's IVV Position: Q2 2026 in Review

Cannon Financial Strategists reduced its iShares Core S&P 500 ETF (IVV) stake by 0.18% in Q2 2026, selling an estimated $5.83K and leaving 4,339 shares worth $3.25M. 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 30 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cannon Financial Strategists held 4,339 shares of iShares Core S&P 500 ETF worth $3.25M as of Q2 2026.
  • Cannon Financial Strategists sold 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
  • iShares Core S&P 500 ETF made up 0.37% of Cannon Financial Strategists's portfolio in Q2 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 30 quarters since.
  • 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.