CFO4Life Group’s iShares Core S&P 500 ETF IVV Stock Holding History

CFO4Life 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	$736K	Sell	983 -133	-12%	-$96.8K	0.1%	103
2026 Q1	$729K	Buy	1,116 +114	+11%	+$77.8K	0.11%	89
2025 Q4	$686K	Sell	1,002 -736	-42%	-$500K	0.1%	98
2025 Q3	$1.16M	Hold	1,738	–	–	0.17%	66
2025 Q2	$1.08M	Hold	1,738	–	–	0.17%	68
2025 Q1	$976K	Buy	1,738 +44	+3%	+$26K	0.16%	76
2024 Q4	$998K	Sell	1,694 -13	-0.8%	-$7.7K	0.18%	67
2024 Q3	$985K	Buy	1,707 +744	+77%	+$414K	0.17%	70
2024 Q2	$527K	Buy	963 +102	+12%	+$53.6K	0.1%	108
2024 Q1	$453K	Buy	861 +261	+44%	+$131K	0.08%	120
2023 Q4	$287K	Buy	600 +23	+4%	+$10.3K	0.05%	143
2023 Q3	$248K	Sell	577 -71	-11%	-$31.8K	0.06%	134
2023 Q2	$289K	Buy	648 +72	+13%	+$30.3K	0.06%	135
2023 Q1	$237K	Buy	+576	New	+$231K	0.05%	142
2017 Q3	–	Sell	-842	Closed	-$205K	–	106
2017 Q2	$205K	Sell	842 -1,794	-68%	-$433K	0.19%	84
2017 Q1	$625K	Buy	+2,636	New	+$617K	0.57%	29

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

CFO4Life Group's IVV Position: Q2 2026 in Review

CFO4Life Group reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $96.8K and leaving 983 shares worth $736K. The position accounts for 0.1% of the portfolio, ranked #103.

CFO4Life Group first reported a position in IVV in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.16M in Q3 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

CFO4Life Group held 983 shares of iShares Core S&P 500 ETF worth $736K as of Q2 2026.
CFO4Life Group sold 133 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $96.8K.
iShares Core S&P 500 ETF made up 0.1% of CFO4Life Group's portfolio in Q2 2026, its #103 holding.
CFO4Life Group first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 16 quarters since.
CFO4Life Group's iShares Core S&P 500 ETF position peaked at $1.16M in Q3 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.