Ferguson Shapiro’s iShares Core S&P 500 ETF IVV Stock Holding History

Ferguson Shapiro’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	$252K	Buy	337 +3	+0.9%	+$2.19K	0.07%	74
2026 Q1	$218K	Hold	334	–	–	0.07%	73
2025 Q4	$229K	Hold	334	–	–	0.07%	70
2025 Q3	$224K	Hold	334	–	–	0.07%	65
2025 Q2	$207K	Buy	+334	New	+$192K	0.07%	65
2025 Q1	–	Sell	-341	Closed	-$201K	–	69
2024 Q4	$201K	Buy	+341	New	+$202K	0.07%	66
2023 Q4	–	Sell	-482	Closed	-$207K	–	38
2023 Q3	$207K	Sell	482 -35	-7%	-$15.7K	0.11%	29
2023 Q2	$230K	Hold	517	–	–	0.15%	25
2023 Q1	$213K	Buy	+517	New	+$207K	0.18%	28
2022 Q4	–	Sell	-571	Closed	-$205K	–	40
2022 Q3	$205K	Buy	+571	New	+$228K	0.12%	44

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

Ferguson Shapiro's IVV Position: Q2 2026 in Review

Ferguson Shapiro increased its iShares Core S&P 500 ETF (IVV) stake by 0.9% in Q2 2026, buying an estimated $2.19K and bringing the position to 337 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #74.

Ferguson Shapiro first reported a position in IVV in Q3 2022 and has held it in 10 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ferguson Shapiro held 337 shares of iShares Core S&P 500 ETF worth $252K as of Q2 2026.
Ferguson Shapiro bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.07% of Ferguson Shapiro's portfolio in Q2 2026, its #74 holding.
Ferguson Shapiro first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 10 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.