Eley Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Eley Financial Management’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	$31.5M	Buy	42,102 +4,114	+11%	+$3M	10.21%	1
2026 Q1	$24.8M	Sell	37,988 -1,360	-3%	-$929K	8.96%	2
2025 Q4	$27M	Buy	39,348 +406	+1%	+$276K	9.68%	1
2025 Q3	$26.1M	Buy	38,942 +309	+0.8%	+$199K	9.39%	1
2025 Q2	$24M	Buy	38,633 +2,625	+7%	+$1.51M	9.21%	2
2025 Q1	$20.3M	Sell	36,008 -30	-0.1%	-$17.7K	8.14%	2
2024 Q4	$21.2M	Buy	36,038 +1,323	+4%	+$783K	8.27%	2
2024 Q3	$20M	Sell	34,715 -307	-0.9%	-$171K	8.06%	2
2024 Q2	$19.2M	Sell	35,022 -92	-0.3%	-$48.4K	8.12%	2
2024 Q1	$18.5M	Sell	35,114 -8,165	-19%	-$4.09M	7.95%	2
2023 Q4	$20.7M	Buy	43,279 +1,262	+3%	+$565K	9.69%	1
2023 Q3	$18.1M	Sell	42,017 -350	-0.8%	-$157K	9.21%	1
2023 Q2	$18.9M	Buy	42,367 +8,298	+24%	+$3.5M	9.2%	1
2023 Q1	$14M	Buy	34,069 +6	+0%	+$2.41K	7.24%	2
2022 Q4	$13.1M	Buy	+34,063	New	+$13.1M	7.05%	2

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Eley Financial Management's IVV Position: Q2 2026 in Review

Eley Financial Management increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $3M and bringing the position to 42,102 shares worth $31.5M. The position accounts for 10.21% of the portfolio, ranked #1.

Eley Financial Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Eley Financial Management held 42,102 shares of iShares Core S&P 500 ETF worth $31.5M as of Q2 2026.
Eley Financial Management bought 4,114 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3M.
iShares Core S&P 500 ETF made up 10.21% of Eley Financial Management's portfolio in Q2 2026, its #1 holding.
Eley Financial Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.