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

Farnam Financial’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 		– Sell
-390
Closed -$255K – 56
2026
Q1 		$255K Buy
390
+36
+10% +$24.6K 0.21% 48
2025
Q4 		$242K Sell
354
-14
-4% -$9.51K 0.18% 51
2025
Q3 		$246K Buy
368
+1
+0.3% +$644 0.19% 50
2025
Q2 		$228K Sell
367
-70
-16% -$40.2K 0.2% 46
2025
Q1 		$246K Sell
437
-81
-16% -$47.8K 0.25% 42
2024
Q4 		$305K Sell
518
-63
-11% -$37.3K 0.32% 39
2024
Q3 		$335K Buy
+581
New +$323K 0.37% 36

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Farnam Financial's IVV Position: Q2 2026 in Review

Farnam Financial sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 390 shares — an estimated $255K sold.

Farnam Financial first reported a position in IVV in Q3 2024 and held it in 7 quarters. The position peaked at $335K in Q3 2024. 1,902 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Farnam Financial reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Farnam Financial sold 390 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $255K.
  • Farnam Financial first reported a position in iShares Core S&P 500 ETF in Q3 2024 and held it in 7 quarters.
  • Farnam Financial's iShares Core S&P 500 ETF position peaked at $335K in Q3 2024.
  • 1,902 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.