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

Fiduciary Planning’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	$6.35M	Buy	9,716 +1,065	+12%	+$727K	1.92%	15
2025 Q4	$5.93M	Buy	8,651 +106	+1%	+$72K	1.8%	15
2025 Q3	$5.72M	Buy	8,545 +507	+6%	+$327K	1.75%	14
2025 Q2	$4.99M	Sell	8,038 -327	-4%	-$188K	1.65%	14
2025 Q1	$4.7M	Buy	8,365 +491	+6%	+$290K	1.55%	16
2024 Q4	$4.64M	Buy	7,874 +334	+4%	+$198K	1.51%	16
2024 Q3	$4.35M	Buy	7,540 +311	+4%	+$173K	1.48%	16
2024 Q2	$3.96M	Buy	+7,229	New	+$3.8M	1.42%	17
2022 Q3	–	Sell	-640	Closed	-$243K	–	39
2022 Q2	$243K	Sell	640 -163	-20%	-$67K	0.12%	37
2022 Q1	$364K	Sell	803 -789	-50%	-$353K	0.2%	31
2021 Q4	$759K	Sell	1,592 -15,625	-91%	-$7.2M	0.43%	28
2021 Q3	$7.42M	Buy	17,217 +11,200	+186%	+$4.96M	3.95%	6
2021 Q2	$2.59M	Buy	+6,017	New	+$2.52M	2.24%	11

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

Fiduciary Planning's IVV Position: Q1 2026 in Review

Fiduciary Planning increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q1 2026, buying an estimated $727K and bringing the position to 9,716 shares worth $6.35M. The position accounts for 1.92% of the portfolio, ranked #15.

Fiduciary Planning first reported a position in IVV in Q2 2021 and has held it in 13 quarters since. The position peaked at $7.42M in Q3 2021. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Fiduciary Planning held 9,716 shares of iShares Core S&P 500 ETF worth $6.35M as of Q1 2026.
Fiduciary Planning bought 1,065 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $727K.
iShares Core S&P 500 ETF made up 1.92% of Fiduciary Planning's portfolio in Q1 2026, its #15 holding.
Fiduciary Planning first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
Fiduciary Planning's iShares Core S&P 500 ETF position peaked at $7.42M in Q3 2021.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.