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

Elser 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	$549K	Buy	733 +45	+7%	+$32.8K	0.02%	73
2026 Q1	$449K	Hold	688	–	–	0.02%	81
2025 Q4	$471K	Hold	688	–	–	0.34%	40
2025 Q3	$463K	Hold	688	–	–	0.56%	35
2025 Q2	$427K	Sell	688 -3	-0.4%	-$1.72K	0.53%	36
2025 Q1	$388K	Buy	691 +318	+85%	+$188K	0.54%	37
2024 Q4	$220K	Hold	373	–	–	0.01%	104
2024 Q3	$215K	Buy	373 +6	+2%	+$3.34K	0.31%	61
2024 Q2	$201K	Buy	+367	New	+$193K	0.03%	96

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

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

Elser Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 6.5% in Q2 2026, buying an estimated $32.8K and bringing the position to 733 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #73.

Elser Financial Planning first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Elser Financial Planning held 733 shares of iShares Core S&P 500 ETF worth $549K as of Q2 2026.
Elser Financial Planning bought 45 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $32.8K.
iShares Core S&P 500 ETF made up 0.02% of Elser Financial Planning's portfolio in Q2 2026, its #73 holding.
Elser Financial Planning first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.