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

Fairman 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 Q1	$28.9M	Buy	44,209 +2,162	+5%	+$1.48M	24.69%	1
2025 Q4	$28.8M	Buy	42,047 +535	+1%	+$363K	23.01%	1
2025 Q3	$27.8M	Buy	41,512 +3,389	+9%	+$2.18M	22.38%	1
2025 Q2	$23.7M	Buy	38,123 +10,295	+37%	+$5.91M	19.47%	2
2025 Q1	$14.6M	Buy	27,828 +2,838	+11%	+$1.68M	13.4%	2
2024 Q4	$14.7M	Buy	24,990 +1,091	+5%	+$646K	12.11%	2
2024 Q3	$13.8M	Buy	23,899 +109	+0.5%	+$60.6K	12.45%	2
2024 Q2	$13M	Buy	23,790 +1,078	+5%	+$567K	13.23%	2
2024 Q1	$11.9M	Sell	22,712 -801	-3%	-$401K	11.28%	2
2023 Q4	$11.2M	Buy	+23,513	New	+$10.5M	10.73%	3

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fairman Group's IVV Position: Q1 2026 in Review

Fairman Group increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q1 2026, buying an estimated $1.48M and bringing the position to 44,209 shares worth $28.9M. The position accounts for 24.69% of the portfolio, ranked #1.

Fairman Group first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Fairman Group held 44,209 shares of iShares Core S&P 500 ETF worth $28.9M as of Q1 2026.
Fairman Group bought 2,162 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.48M.
iShares Core S&P 500 ETF made up 24.69% of Fairman Group's portfolio in Q1 2026, its #1 holding.
Fairman Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.