EFG
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Ethos Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Ethos Financial 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 		$10.1M Sell
13,672
-322
-2% -$234K 0.67% 36
2026
Q1 		$9.1M Sell
13,994
-106
-0.8% -$72.4K 0.66% 40
2025
Q4 		$9.66M Buy
14,100
+211
+2% +$143K 0.71% 36
2025
Q3 		$9.3M Buy
13,889
+926
+7% +$596K 0.73% 35
2025
Q2 		$8.05M Sell
12,963
-366
-3% -$210K 0.69% 35
2025
Q1 		$7.79M Sell
13,329
-137
-1% -$80.9K 0.74% 38
2024
Q4 		$7.93M Buy
13,466
+2,500
+23% +$1.48M 1.03% 32
2024
Q3 		$6.33M Buy
10,966
+223
+2% +$124K 1.04% 29
2024
Q2 		$5.92M Buy
10,743
+883
+9% +$464K 1.04% 30
2024
Q1 		$5.42M Buy
9,860
+120
+1% +$60K 1.02% 31
2023
Q4 		$4.65M Buy
9,740
+832
+9% +$372K 0.99% 30
2023
Q3 		$3.84M Buy
8,908
+774
+10% +$346K 0.99% 35
2023
Q2 		$3.34M Hold
8,134
– – 1.13% 28
2023
Q1 		$3.34M Buy
8,134
+191
+2% +$76.6K 1.04% 29
2022
Q4 		$3.05M Buy
+7,943
New +$3.07M 1.03% 29

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

Ethos Financial Group's IVV Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, selling an estimated $234K and leaving 13,672 shares worth $10.1M. The position accounts for 0.67% of the portfolio, ranked #36.

Ethos Financial Group first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ethos Financial Group held 13,672 shares of iShares Core S&P 500 ETF worth $10.1M as of Q2 2026.
  • Ethos Financial Group sold 322 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $234K.
  • iShares Core S&P 500 ETF made up 0.67% of Ethos Financial Group's portfolio in Q2 2026, its #36 holding.
  • Ethos Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.