SUCCESSION FINANCIAL, INC.’s iShares Core S&P 500 ETF IVV Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$502K	Buy	+671	New	+$489K	0.48%	20

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s IVV Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 671 shares worth $502K. The stake represents 0.48% of the portfolio and ranks #20 among its holdings.

2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 671 shares of iShares Core S&P 500 ETF worth $502K as of Q2 2026.
iShares Core S&P 500 ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
iShares Core S&P 500 ETF made up 0.48% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #20 holding.
2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.