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

Chapman 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	$671K	Hold	896	–	–	0.45%	65
2026 Q1	$585K	Hold	896	–	–	0.42%	71
2025 Q4	$614K	Hold	896	–	–	0.42%	67
2025 Q3	$600K	Buy	896 +596	+199%	+$384K	0.41%	67
2025 Q2	$186K	Buy	+300	New	+$172K	0.16%	106
2024 Q4	$177K	Buy	+300	New	+$178K	0.14%	108

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

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

Chapman Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 896 shares worth $671K. The position accounts for 0.45% of the portfolio, ranked #65.

Chapman Financial Group first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Chapman Financial Group held 896 shares of iShares Core S&P 500 ETF worth $671K as of Q2 2026.
Chapman Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.45% of Chapman Financial Group's portfolio in Q2 2026, its #65 holding.
Chapman Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.