FAN
IVV icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Advisors Network's IVV Position: Q1 2026 in Review

Financial Advisors Network reduced its iShares Core S&P 500 ETF (IVV) stake by 0.81% in Q1 2026, selling an estimated $11.6K and leaving 2,094 shares worth $1.37M. 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 25 quarters since. The position peaked at $1.45M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Financial Advisors Network held 2,094 shares of iShares Core S&P 500 ETF worth $1.37M as of Q1 2026.
  • Financial Advisors Network sold 17 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $11.6K.
  • iShares Core S&P 500 ETF made up 0.19% of Financial Advisors Network's portfolio in Q1 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 25 quarters since.
  • Financial Advisors Network's iShares Core S&P 500 ETF position peaked at $1.45M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.