FFA
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Farther Finance Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Farther Finance Advisors’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 		$684M Buy
913,970
+67,755
+8% +$49.3M 5.34% 1
2026
Q1 		$557M Buy
846,215
+86,354
+11% +$59M 5.26% 1
2025
Q4 		$520M Buy
759,861
+164,054
+28% +$111M 5.58% 1
2025
Q3 		$399M Buy
595,807
+41,913
+8% +$27M 6.02% 1
2025
Q2 		$344M Buy
553,894
+153,041
+38% +$87.9M 6.87% 1
2025
Q1 		$226M Buy
400,853
+82,569
+26% +$48.8M 5.76% 1
2024
Q4 		$187M Buy
318,284
+20,797
+7% +$12.3M 6.77% 1
2024
Q3 		$172M Buy
297,487
+36,435
+14% +$20.3M 6.44% 1
2024
Q2 		$143M Buy
261,052
+41,429
+19% +$21.8M 6.94% 1
2024
Q1 		$115M Buy
219,623
+28,284
+15% +$14.2M 7.01% 1
2023
Q4 		$91.4M Buy
191,339
+70,846
+59% +$31.7M 6.57% 1
2023
Q3 		$51.7M Buy
120,493
+58,998
+96% +$26.4M 8.12% 1
2023
Q2 		$27.4M Buy
61,495
+10,629
+21% +$4.48M 5.99% 1
2023
Q1 		$20.9M Buy
50,866
+7,498
+17% +$3.01M 6.12% 1
2022
Q4 		$16.7M Buy
+43,368
New +$16.7M 6.46% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Farther Finance Advisors's IVV Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 8% in Q2 2026, buying an estimated $49.3M and bringing the position to 913,970 shares worth $684M. The position accounts for 5.34% of the portfolio, ranked #1.

Farther Finance Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Farther Finance Advisors held 913,970 shares of iShares Core S&P 500 ETF worth $684M as of Q2 2026.
  • Farther Finance Advisors bought 67,755 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $49.3M.
  • iShares Core S&P 500 ETF made up 5.34% of Farther Finance Advisors's portfolio in Q2 2026, its #1 holding.
  • Farther Finance Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.