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

Financial Connections 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 Q1	$217K	Buy	333 +2	+0.6%	+$1.37K	0.08%	67
2025 Q4	$226K	Hold	331	–	–	0.08%	64
2025 Q3	$221K	Hold	331	–	–	0.09%	63
2025 Q2	$205K	Sell	331 -84	-20%	-$48.2K	0.08%	57
2025 Q1	$187K	Buy	415 +84	+25%	+$49.6K	0.08%	59
2024 Q4	$194K	Hold	331	–	–	0.09%	52
2024 Q3	$190K	Hold	331	–	–	0.09%	50
2024 Q2	$181K	Buy	+331	New	+$174K	0.09%	51
2024 Q1	–	Sell	-331	Closed	-$158K	–	212
2023 Q4	$158K	Buy	+331	New	+$148K	0.1%	59
2023 Q3	–	Sell	-331	Closed	-$147K	–	175
2023 Q2	$147K	Hold	331	–	–	0.1%	65
2023 Q1	$136K	Hold	331	–	–	0.1%	57
2022 Q4	$127K	Hold	331	–	–	0.1%	58
2022 Q3	$118K	Hold	331	–	–	0.1%	54
2022 Q2	$125K	Hold	331	–	–	0.11%	63
2022 Q1	$150K	Hold	331	–	–	0.15%	58
2021 Q4	$157K	Buy	+331	New	+$153K	0.15%	59

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

Financial Connections Group's IVV Position: Q1 2026 in Review

Financial Connections Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.6% in Q1 2026, buying an estimated $1.37K and bringing the position to 333 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #67.

Financial Connections Group first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. The position peaked at $226K in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Financial Connections Group held 333 shares of iShares Core S&P 500 ETF worth $217K as of Q1 2026.
Financial Connections Group bought 2 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.37K.
iShares Core S&P 500 ETF made up 0.08% of Financial Connections Group's portfolio in Q1 2026, its #67 holding.
Financial Connections Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's iShares Core S&P 500 ETF position peaked at $226K in Q4 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.