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Commonwealth Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Commonwealth Financial Services’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 		$36.8M Buy
49,171
+8,954
+22% +$6.52M 4.95% 4
2026
Q1 		$26.3M Buy
40,217
+2,534
+7% +$1.73M 4.16% 5
2025
Q4 		$25.8M Buy
37,683
+868
+2% +$589K 4.26% 5
2025
Q3 		$24.6M Buy
36,815
+7,332
+25% +$4.72M 4.22% 5
2025
Q2 		$18.3M Sell
29,483
-6,592
-18% -$3.79M 3.52% 6
2025
Q1 		$20.3M Sell
36,075
-1,777
-5% -$1.05M 4.15% 5
2024
Q4 		$22.3M Sell
37,852
-5,200
-12% -$3.08M 4.37% 4
2024
Q3 		$24.6M Sell
43,052
-9,514
-18% -$5.29M 4.86% 4
2024
Q2 		$29.4M Sell
52,566
-10,667
-17% -$5.61M 6.02% 3
2024
Q1 		$30.2M Sell
63,233
-103
-0.2% -$51.5K 7.12% 1
2023
Q4 		$30.3M Sell
63,336
-1,759
-3% -$787K 7.12% 1
2023
Q3 		$28M Buy
+65,095
New +$29.1M 8.32% 1

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

Commonwealth Financial Services's IVV Position: Q2 2026 in Review

Commonwealth Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, buying an estimated $6.52M and bringing the position to 49,171 shares worth $36.8M. The position accounts for 4.95% of the portfolio, ranked #4.

Commonwealth Financial Services first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Commonwealth Financial Services held 49,171 shares of iShares Core S&P 500 ETF worth $36.8M as of Q2 2026.
  • Commonwealth Financial Services bought 8,954 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.52M.
  • iShares Core S&P 500 ETF made up 4.95% of Commonwealth Financial Services's portfolio in Q2 2026, its #4 holding.
  • Commonwealth Financial Services first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.