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

Defined 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
2025
Q3 		– Sell
-480
Closed -$300K – 70
2025
Q2 		$300K Buy
480
+17
+4% +$9.76K 0.27% 47
2025
Q1 		$261K Buy
463
+8
+2% +$4.72K 0.26% 65
2024
Q4 		$268K Buy
+455
New +$269K 0.29% 57

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Defined Financial Planning's IVV Position: Q3 2025 in Review

Defined Financial Planning sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 480 shares — an estimated $300K sold.

Defined Financial Planning first reported a position in IVV in Q4 2024 and held it in 3 quarters. The position peaked at $300K in Q2 2025. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Defined Financial Planning reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Defined Financial Planning sold 480 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $300K.
  • Defined Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 3 quarters.
  • Defined Financial Planning's iShares Core S&P 500 ETF position peaked at $300K in Q2 2025.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.