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

Fiduciary Financial 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
Q2 		$1.06M Sell
1,413
-101
-7% -$73.5K 0.12% 111
2026
Q1 		$989K Buy
1,514
+92
+6% +$62.8K 0.13% 107
2025
Q4 		$974K Buy
1,422
+28
+2% +$19K 0.14% 101
2025
Q3 		$933K Buy
1,394
+14
+1% +$9.02K 0.15% 94
2025
Q2 		$857K Sell
1,380
-10
-0.7% -$5.74K 0.15% 92
2025
Q1 		$733K Buy
1,390
+108
+8% +$63.8K 0.16% 94
2024
Q4 		$748K Sell
1,282
-31
-2% -$18.3K 0.16% 86
2024
Q3 		$756K Buy
1,313
+139
+12% +$77.3K 0.17% 77
2024
Q2 		$667K Buy
+1,174
New +$617K 0.16% 83

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Fiduciary Financial Group's IVV Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 6.7% in Q2 2026, selling an estimated $73.5K and leaving 1,413 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #111.

Fiduciary Financial Group first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 2,135 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fiduciary Financial Group held 1,413 shares of iShares Core S&P 500 ETF worth $1.06M as of Q2 2026.
  • Fiduciary Financial Group sold 101 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $73.5K.
  • iShares Core S&P 500 ETF made up 0.12% of Fiduciary Financial Group's portfolio in Q2 2026, its #111 holding.
  • Fiduciary Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,135 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.