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Estate Planners Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Estate Planners Group’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 		$396K Buy
+528
New +$384K 0.18% 47
2026
Q1 		– Sell
-56
Closed -$38.2K – 231
2025
Q4 		$38.2K Buy
+56
New +$38K 0.02% 160

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Estate Planners Group's IVV Position: Q2 2026 in Review

Estate Planners Group opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 528 shares worth $396K. The stake represents 0.18% of the portfolio and ranks #47 among its holdings. This is a return to the name: Estate Planners Group previously reported a position in IVV as recently as Q4 2025.

Estate Planners Group first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Estate Planners Group held 528 shares of iShares Core S&P 500 ETF worth $396K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Estate Planners Group position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.18% of Estate Planners Group's portfolio in Q2 2026, its #47 holding.
  • Estate Planners Group first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.