CFS
IVV icon

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

Coordinated 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
Q1 		$19.9M Buy
30,527
+334
+1% +$228K 11.44% 1
2025
Q4 		$20.7M Buy
30,193
+1,540
+5% +$1.05M 11.89% 1
2025
Q3 		$19.2M Sell
28,653
-721
-2% -$464K 12.3% 1
2025
Q2 		$18.2M Buy
29,374
+38
+0.1% +$21.8K 12.63% 1
2025
Q1 		$16.5M Sell
29,336
-363
-1% -$214K 12.63% 1
2024
Q4 		$17.5M Buy
+29,699
New +$17.6M 13.64% 1
2024
Q2 		$17.1M Buy
31,208
+36
+0.1% +$18.9K 14.62% 1
2024
Q1 		$16.4M Buy
+31,172
New +$15.6M 14.31% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Coordinated Financial Services's IVV Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q1 2026, buying an estimated $228K and bringing the position to 30,527 shares worth $19.9M. The position accounts for 11.44% of the portfolio, ranked #1.

Coordinated Financial Services first reported a position in IVV in Q1 2024 and has held it in 8 quarters since. The position peaked at $20.7M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Coordinated Financial Services held 30,527 shares of iShares Core S&P 500 ETF worth $19.9M as of Q1 2026.
  • Coordinated Financial Services bought 334 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $228K.
  • iShares Core S&P 500 ETF made up 11.44% of Coordinated Financial Services's portfolio in Q1 2026, its #1 holding.
  • Coordinated Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's iShares Core S&P 500 ETF position peaked at $20.7M in Q4 2025.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.