Creative Financial Designs’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.35M | Buy |
3,136
+113
| +4% | +$82.3K | 0.11% | 168 |
|
|
2026
Q1 | $1.97M | Sell |
3,023
-525
| -15% | -$358K | 0.12% | 153 |
|
|
2025
Q4 | $2.43M | Sell |
3,548
-99
| -3% | -$67.2K | 0.15% | 126 |
|
|
2025
Q3 | $2.44M | Sell |
3,647
-570
| -14% | -$367K | 0.16% | 123 |
|
|
2025
Q2 | $2.62M | Sell |
4,217
-15
| -0.4% | -$8.61K | 0.19% | 115 |
|
|
2025
Q1 | $2.38M | Sell |
4,232
-56
| -1% | -$33.1K | 0.19% | 106 |
|
|
2024
Q4 | $2.52M | Buy |
4,288
+242
| +6% | +$143K | 0.21% | 100 |
|
|
2024
Q3 | $2.33M | Sell |
4,046
-137
| -3% | -$76.2K | 0.2% | 104 |
|
|
2024
Q2 | $2.29M | Sell |
4,183
-336
| -7% | -$177K | 0.2% | 100 |
|
|
2024
Q1 | $2.38M | Sell |
4,519
-870
| -16% | -$435K | 0.22% | 93 |
|
|
2023
Q4 | $2.57M | Buy |
5,389
+1,495
| +38% | +$669K | 0.26% | 83 |
|
|
2023
Q3 | $1.67M | Buy |
3,894
+521
| +15% | +$233K | 0.2% | 100 |
|
|
2023
Q2 | $1.5M | Buy |
3,373
+149
| +5% | +$62.8K | 0.18% | 110 |
|
|
2023
Q1 | $1.33M | Sell |
3,224
-113
| -3% | -$45.3K | 0.17% | 118 |
|
|
2022
Q4 | $1.28M | Sell |
3,337
-80
| -2% | -$30.9K | 0.19% | 106 |
|
|
2022
Q3 | $1.23M | Sell |
3,417
-131
| -4% | -$52.3K | 0.2% | 98 |
|
|
2022
Q2 | $1.34M | Buy |
3,548
+178
| +5% | +$73.2K | 0.22% | 95 |
|
|
2022
Q1 | $1.53M | Sell |
3,370
-3
| -0.1% | -$1.34K | 0.23% | 94 |
|
|
2021
Q4 | $1.61M | Buy |
3,373
+179
| +6% | +$82.5K | 0.24% | 92 |
|
|
2021
Q3 | $1.38M | Buy |
3,194
+183
| +6% | +$81.1K | 0.23% | 90 |
|
|
2021
Q2 | $1.29M | Buy |
3,011
+187
| +7% | +$78.3K | 0.22% | 89 |
|
|
2021
Q1 | $1.12M | Sell |
2,824
-375
| -12% | -$145K | 0.22% | 90 |
|
|
2020
Q4 | $1.2M | Buy |
3,199
+389
| +14% | +$138K | 0.26% | 77 |
|
|
2020
Q3 | $944K | Sell |
2,810
-545
| -16% | -$181K | 0.23% | 82 |
|
|
2020
Q2 | $1.04M | Buy |
3,355
+667
| +25% | +$196K | 0.31% | 60 |
|
|
2020
Q1 | $695K | Sell |
2,688
-6,871
| -72% | -$2.11M | 0.36% | 48 |
|
|
2019
Q4 | $3.12M | Sell |
9,559
-7,471
| -44% | -$2.31M | 1.39% | 18 |
|
|
2019
Q3 | $4.93M | Buy |
17,030
+2,360
| +16% | +$701K | 2.66% | 8 |
|
|
2019
Q2 | $4.38M | Buy |
14,670
+2,437
| +20% | +$706K | 2.38% | 9 |
|
|
2019
Q1 | $3.48M | Buy |
12,233
+6,516
| +114% | +$1.78M | 2.09% | 11 |
|
|
2018
Q4 | $1.44M | Buy |
5,717
+165
| +3% | +$44.8K | 1.04% | 27 |
|
|
2018
Q3 | $1.63M | Buy |
5,552
+760
| +16% | +$218K | 0.93% | 30 |
|
|
2018
Q2 | $1.31M | Buy |
4,792
+937
| +24% | +$255K | 0.77% | 35 |
|
|
2018
Q1 | $1.02M | Buy |
3,855
+883
| +30% | +$243K | 0.66% | 41 |
|
|
2017
Q4 | $799K | Buy |
2,972
+366
| +14% | +$95.8K | 0.54% | 48 |
|
|
2017
Q3 | $659K | Buy |
2,606
+57
| +2% | +$14.2K | 0.38% | 67 |
|
|
2017
Q2 | $620K | Sell |
2,549
-224
| -8% | -$54.1K | 0.4% | 67 |
|
|
2017
Q1 | $658K | Sell |
2,773
-554
| -17% | -$130K | 0.47% | 61 |
|
|
2016
Q4 | $749K | Buy |
+3,327
| New | +$731K | 0.61% | 47 |
|
Other funds holding IVV
CM
Creative Financial Designs's IVV Position: Q2 2026 in Review
Creative Financial Designs increased its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q2 2026, buying an estimated $82.3K and bringing the position to 3,136 shares worth $2.35M. The position accounts for 0.11% of the portfolio, ranked #168.
Creative Financial Designs first reported a position in IVV in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.93M in Q3 2019. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Creative Financial Designs held 3,136 shares of iShares Core S&P 500 ETF worth $2.35M as of Q2 2026.
- Creative Financial Designs bought 113 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $82.3K.
- iShares Core S&P 500 ETF made up 0.11% of Creative Financial Designs's portfolio in Q2 2026, its #168 holding.
- Creative Financial Designs first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
- Creative Financial Designs's iShares Core S&P 500 ETF position peaked at $4.93M in Q3 2019.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.