FF Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

FF 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 Q1	$2.85M	Sell	4,010 -48	-1%	-$32.8K	1.16%	19
2025 Q4	$2.78M	Sell	4,058 -18	-0.4%	-$12.2K	1.24%	17
2025 Q3	$2.73M	Sell	4,076 -116	-3%	-$74.7K	1.3%	19
2025 Q2	$2.6M	Hold	4,192	–	–	1.35%	20
2025 Q1	$2.36M	Buy	4,192 +1	+0%	+$591	1.36%	20
2024 Q4	$2.54M	Sell	4,191 -805	-16%	-$476K	1.72%	17
2024 Q3	$2.93M	Buy	4,996 +188	+4%	+$105K	1.89%	15
2024 Q2	$2.63M	Sell	4,808 -188	-4%	-$98.9K	1.85%	18
2024 Q1	$2.63M	Hold	4,996	–	–	1.82%	20
2023 Q4	$2.39M	Buy	+4,996	New	+$2.24M	1.99%	16

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

FF Advisors's IVV Position: Q1 2026 in Review

FF Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2026, selling an estimated $32.8K and leaving 4,010 shares worth $2.85M. The position accounts for 1.16% of the portfolio, ranked #19.

FF Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.93M in Q3 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

FF Advisors held 4,010 shares of iShares Core S&P 500 ETF worth $2.85M as of Q1 2026.
FF Advisors sold 48 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $32.8K.
iShares Core S&P 500 ETF made up 1.16% of FF Advisors's portfolio in Q1 2026, its #19 holding.
FF Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
FF Advisors's iShares Core S&P 500 ETF position peaked at $2.93M in Q3 2024.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on FF Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.