ClientFirst Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

ClientFirst Wealth Management’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	$1.79M	Hold	2,391	–	–	1.47%	11
2026 Q1	$1.56M	Hold	2,391	–	–	1.32%	11
2025 Q4	$1.64M	Hold	2,391	–	–	1.31%	11
2025 Q3	$1.6M	Hold	2,391	–	–	1.28%	11
2025 Q2	$1.48M	Hold	2,391	–	–	1.52%	11
2025 Q1	$1.34M	Hold	2,391	–	–	1.52%	11
2024 Q4	$1.41M	Buy	+2,391	New	+$1.42M	1.42%	11
2023 Q3	$1.05M	Hold	2,391	–	–	1.27%	11
2023 Q2	$1.08M	Hold	2,391	–	–	1.28%	11
2023 Q1	$980K	Hold	2,391	–	–	1.31%	11
2022 Q4	$919K	Hold	2,391	–	–	1.17%	11
2022 Q3	$948K	Hold	2,391	–	–	1.18%	12
2022 Q2	$907K	Hold	2,391	–	–	1.38%	13
2022 Q1	$1.08M	Hold	2,391	–	–	1%	14
2021 Q4	$1.09M	Buy	+2,391	New	+$1.1M	0.98%	14

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

ClientFirst Wealth Management's IVV Position: Q2 2026 in Review

ClientFirst Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,391 shares worth $1.79M. The position accounts for 1.47% of the portfolio, ranked #11.

ClientFirst Wealth Management first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

ClientFirst Wealth Management held 2,391 shares of iShares Core S&P 500 ETF worth $1.79M as of Q2 2026.
ClientFirst Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 1.47% of ClientFirst Wealth Management's portfolio in Q2 2026, its #11 holding.
ClientFirst Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.