Cosner Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Cosner Financial Group’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	$14M	Buy	21,367 +282	+1%	+$193K	7.67%	6
2025 Q4	$14.4M	Sell	21,085 -127	-0.6%	-$86.2K	7.37%	5
2025 Q3	$14.2M	Sell	21,212 -472	-2%	-$304K	7.63%	6
2025 Q2	$13.5M	Buy	21,684 +842	+4%	+$483K	7.5%	6
2025 Q1	$11.7M	Buy	20,842 +2,806	+16%	+$1.66M	7.16%	7
2024 Q4	$10.6M	Sell	18,036 -2,859	-14%	-$1.69M	6.73%	7
2024 Q3	$12.1M	Sell	20,895 -33	-0.2%	-$18.3K	7.77%	6
2024 Q2	$11.5M	Buy	20,928 +1,386	+7%	+$729K	8.1%	6
2024 Q1	$10.3M	Buy	+19,542	New	+$9.78M	7.36%	7
2023 Q4	–	Sell	-17,015	Closed	-$7.31M	–	34
2023 Q3	$7.31M	Buy	17,015 +1,481	+10%	+$662K	6.44%	8
2023 Q2	$6.92M	Buy	+15,534	New	+$6.55M	5.71%	8

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cosner Financial Group's IVV Position: Q1 2026 in Review

Cosner Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q1 2026, buying an estimated $193K and bringing the position to 21,367 shares worth $14M. The position accounts for 7.67% of the portfolio, ranked #6.

Cosner Financial Group first reported a position in IVV in Q2 2023 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Cosner Financial Group held 21,367 shares of iShares Core S&P 500 ETF worth $14M as of Q1 2026.
Cosner Financial Group bought 282 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $193K.
iShares Core S&P 500 ETF made up 7.67% of Cosner Financial Group's portfolio in Q1 2026, its #6 holding.
Cosner Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 11 quarters since.
Cosner Financial Group's iShares Core S&P 500 ETF position peaked at $14.4M in Q4 2025.
3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.