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

Financial Advisors Network’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 		$1.57M Buy
2,101
+7
+0.3% +$5.1K 0.19% 68
2026
Q1 		$1.37M Sell
2,094
-17
-0.8% -$11.6K 0.19% 68
2025
Q4 		$1.45M Sell
2,111
-36
-2% -$24.4K 0.2% 69
2025
Q3 		$1.44M Sell
2,147
-21
-1% -$13.5K 0.2% 68
2025
Q2 		$1.35M Buy
2,168
+93
+4% +$53.4K 0.2% 65
2025
Q1 		$1.17M Buy
2,075
+123
+6% +$72.6K 0.19% 65
2024
Q4 		$1.15M Buy
+1,952
New +$1.16M 0.19% 66
2023
Q4 		$699K Hold
1,464
– – 0.14% 74
2023
Q3 		$629K Buy
+1,464
New +$655K 0.14% 69
2022
Q4 		$511K Sell
1,329
-19
-1% -$7.33K 0.14% 62
2022
Q3 		$484K Buy
1,348
+58
+4% +$23.2K 0.14% 59
2022
Q2 		$489K Buy
1,290
+317
+33% +$130K 0.14% 65
2022
Q1 		$441K Sell
973
-5
-0.5% -$2.24K 0.11% 75
2021
Q4 		$466K Sell
978
-5
-0.5% -$2.3K 0.1% 80
2021
Q3 		$461K Sell
983
-42
-4% -$18.6K 0.11% 93
2021
Q2 		$441K Sell
1,025
-18
-2% -$7.54K 0.13% 80
2021
Q1 		$415K Sell
1,043
-16
-2% -$6.2K 0.13% 82
2020
Q4 		$398K Sell
1,059
-70
-6% -$24.9K 0.14% 77
2020
Q3 		$379K Sell
1,129
-6
-0.5% -$2K 0.15% 75
2020
Q2 		$351K Sell
1,135
-779
-41% -$229K 0.14% 81
2020
Q1 		$495K Sell
1,914
-159
-8% -$48.7K 0.24% 61
2019
Q4 		$670K Sell
2,073
-137
-6% -$42.4K 0.31% 56
2019
Q3 		$660K Sell
2,210
-25
-1% -$7.43K 0.34% 57
2019
Q2 		$647K Sell
2,235
-23
-1% -$6.67K 0.35% 56
2019
Q1 		$626K Sell
2,258
-194
-8% -$53K 0.36% 54
2018
Q4 		$617K Buy
+2,452
New +$666K 0.38% 54

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

Financial Advisors Network's IVV Position: Q2 2026 in Review

Financial Advisors Network increased its iShares Core S&P 500 ETF (IVV) stake by 0.33% in Q2 2026, buying an estimated $5.1K and bringing the position to 2,101 shares worth $1.57M. The position accounts for 0.19% of the portfolio, ranked #68.

Financial Advisors Network first reported a position in IVV in Q4 2018 and has held it in 26 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Advisors Network held 2,101 shares of iShares Core S&P 500 ETF worth $1.57M as of Q2 2026.
  • Financial Advisors Network bought 7 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.1K.
  • iShares Core S&P 500 ETF made up 0.19% of Financial Advisors Network's portfolio in Q2 2026, its #68 holding.
  • Financial Advisors Network first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 26 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.