F/M Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

F/M Investments’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	$877K	Sell	1,146 -835	-42%	-$608K	0.04%	200
2026 Q1	$1.31M	Sell	1,981 -821	-29%	-$561K	0.09%	139
2025 Q4	$1.92M	Sell	2,802 -19	-0.7%	-$12.9K	0.07%	245
2025 Q3	$1.89M	Sell	2,821 -824	-23%	-$531K	0.07%	250
2025 Q2	$2.09M	Buy	3,645 +973	+36%	+$559K	0.08%	235
2025 Q1	$1.37M	Buy	2,672 +800	+43%	+$472K	0.05%	271
2024 Q4	$1.1M	Sell	1,872 -783	-29%	-$463K	0.04%	280
2024 Q3	$1.39M	Buy	2,655 +2,159	+435%	+$1.2M	0.04%	239
2024 Q2	$271K	Sell	496 -2,301	-82%	-$1.21M	0.01%	305
2024 Q1	$1.37M	Buy	2,797 +7	+0.3%	+$3.5K	0.92%	31
2023 Q4	$1.27M	Buy	2,790 +6	+0.2%	+$2.69K	0.72%	43
2023 Q3	$1.17M	Hold	2,784	–	–	0.87%	37
2023 Q2	$1.2M	Sell	2,784 -237	-8%	-$99.9K	0.88%	38
2023 Q1	$1.23M	Buy	3,021 +703	+30%	+$282K	1.24%	27
2022 Q4	$891K	Buy	+2,318	New	+$895K	1.08%	33
2022 Q3	–	Sell	-2,309	Closed	-$993K	–	59
2022 Q2	$993K	Sell	2,309 -189	-8%	-$77.7K	0.79%	34
2022 Q1	$1.13M	Sell	2,498 -24	-1%	-$10.7K	0.91%	32
2021 Q4	$1.2M	Buy	2,522 +213	+9%	+$98.2K	0.88%	33
2021 Q3	$995K	Hold	2,309	–	–	0.71%	37
2021 Q2	$993K	Sell	2,309 -63	-3%	-$26.4K	0.79%	34
2021 Q1	$944K	Hold	2,372	–	–	0.75%	36
2020 Q4	$890K	Buy	+2,372	New	+$844K	0.78%	32

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

F/M Investments's IVV Position: Q2 2026 in Review

F/M Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 42% in Q2 2026, selling an estimated $608K and leaving 1,146 shares worth $877K. The position accounts for 0.04% of the portfolio, ranked #200.

F/M Investments first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.09M in Q2 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

F/M Investments held 1,146 shares of iShares Core S&P 500 ETF worth $877K as of Q2 2026.
F/M Investments sold 835 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $608K.
iShares Core S&P 500 ETF made up 0.04% of F/M Investments's portfolio in Q2 2026, its #200 holding.
F/M Investments first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
F/M Investments's iShares Core S&P 500 ETF position peaked at $2.09M in Q2 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.