Cypress Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Cypress Financial Planning’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	$41.3M	Buy	55,110 +2,536	+5%	+$1.85M	10%	1
2026 Q1	$34.3M	Buy	52,574 +1,524	+3%	+$1.04M	9.47%	4
2025 Q4	$35.2M	Buy	51,050 +234	+0.5%	+$159K	9.72%	2
2025 Q3	$34M	Sell	50,816 -1,003	-2%	-$646K	10.37%	2
2025 Q2	$32.2M	Buy	51,819 +1,544	+3%	+$887K	10.5%	2
2025 Q1	$28.2M	Sell	50,275 -5,147	-9%	-$3.04M	10.08%	2
2024 Q4	$32.6M	Sell	55,422 -970	-2%	-$574K	11.97%	1
2024 Q3	$32.5M	Sell	56,392 -3,614	-6%	-$2.01M	12.03%	2
2024 Q2	$32.8M	Buy	60,006 +963	+2%	+$506K	13.59%	1
2024 Q1	$31M	Buy	59,043 +21,553	+57%	+$10.8M	14.2%	2
2023 Q4	$17.6M	Sell	37,490 -21,694	-37%	-$9.71M	15.98%	2
2023 Q3	$25.4M	Sell	59,184 -3,567	-6%	-$1.6M	14.52%	2
2023 Q2	$28M	Buy	62,751 +60	+0.1%	+$25.3K	15.86%	2
2023 Q1	$25.9M	Buy	62,691 +3,041	+5%	+$1.22M	15.75%	2
2022 Q4	$22.8M	Buy	59,650 +642	+1%	+$248K	15.24%	2
2022 Q3	$21.2M	Buy	59,008 +3,767	+7%	+$1.5M	15.02%	2
2022 Q2	$20.9M	Buy	+55,241	New	+$22.7M	14.35%	2

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Cypress Financial Planning's IVV Position: Q2 2026 in Review

Cypress Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q2 2026, buying an estimated $1.85M and bringing the position to 55,110 shares worth $41.3M. The position accounts for 10% of the portfolio, ranked #1.

Cypress Financial Planning first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cypress Financial Planning held 55,110 shares of iShares Core S&P 500 ETF worth $41.3M as of Q2 2026.
Cypress Financial Planning bought 2,536 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.85M.
iShares Core S&P 500 ETF made up 10% of Cypress Financial Planning's portfolio in Q2 2026, its #1 holding.
Cypress Financial Planning first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.