CFCI
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Comprehensive Financial Consultants Institutional’s iShares Core S&P 500 ETF IVV Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$754K Sell
1,007
-14
-1% -$10.2K 0.2% 118
2026
Q1 		$667K Hold
1,021
– – 0.2% 121
2025
Q4 		$699K Sell
1,021
-1,027
-50% -$697K 0.21% 114
2025
Q3 		$1.37M Sell
2,048
-17
-0.8% -$10.9K 0.42% 79
2025
Q2 		$1.28M Sell
2,065
-26
-1% -$14.9K 0.42% 78
2025
Q1 		$1.17M Sell
2,091
-26
-1% -$15.4K 0.42% 81
2024
Q4 		$1.25M Sell
2,117
-38
-2% -$22.5K 0.45% 78
2024
Q3 		$1.24M Hold
2,155
– – 0.45% 76
2024
Q2 		$1.18M Hold
2,155
– – 0.46% 79
2024
Q1 		$1.13M Hold
2,155
– – 0.47% 76
2023
Q4 		$1.03M Hold
2,155
– – 0.48% 80
2023
Q3 		$925K Sell
2,155
-48
-2% -$21.5K 0.49% 80
2023
Q2 		$999K Buy
2,203
+54
+3% +$22.8K 0.53% 72
2023
Q1 		$883K Hold
2,149
– – 0.5% 80
2022
Q4 		$857K Buy
2,149
+83
+4% +$32K 0.52% 76
2022
Q3 		$760K Sell
2,066
-68
-3% -$27.2K 0.5% 77
2022
Q2 		$816K Sell
2,134
-37
-2% -$15.2K 0.58% 70
2022
Q1 		$897K Sell
2,171
-89
-4% -$39.8K 0.62% 62
2021
Q4 		$993K Buy
+2,260
New +$1.04M 0.64% 51

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IVV Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, selling an estimated $10.2K and leaving 1,007 shares worth $754K. The position accounts for 0.2% of the portfolio, ranked #118.

Comprehensive Financial Consultants Institutional first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q3 2025. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 1,007 shares of iShares Core S&P 500 ETF worth $754K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 14 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Core S&P 500 ETF made up 0.2% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #118 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's iShares Core S&P 500 ETF position peaked at $1.37M in Q3 2025.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.