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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
Q2 		$11M Buy
14,635
+4,919
+51% +$3.58M 2.87% 12
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Fiduciary Planning's IVV Position: Q2 2026 in Review

Fiduciary Planning increased its iShares Core S&P 500 ETF (IVV) stake by 51% in Q2 2026, buying an estimated $3.58M and bringing the position to 14,635 shares worth $11M. The position accounts for 2.87% of the portfolio, ranked #12.

Fiduciary Planning first reported a position in IVV in Q2 2021 and has held it in 14 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fiduciary Planning held 14,635 shares of iShares Core S&P 500 ETF worth $11M as of Q2 2026.
  • Fiduciary Planning bought 4,919 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.58M.
  • iShares Core S&P 500 ETF made up 2.87% of Fiduciary Planning's portfolio in Q2 2026, its #12 holding.
  • Fiduciary Planning first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 14 quarters since.
  • 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.