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

Financial Council’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 		$6.08M Sell
8,121
-30
-0.4% -$21.8K 1.97% 13
2026
Q1 		$5.32M Sell
8,151
-38
-0.5% -$25.9K 2.05% 13
2025
Q4 		$5.61M Sell
8,189
-26
-0.3% -$17.7K 2.24% 13
2025
Q3 		$5.5M Sell
8,215
-49
-0.6% -$31.6K 2.44% 12
2025
Q2 		$5.13M Sell
8,264
-217
-3% -$125K 2.47% 12
2025
Q1 		$4.77M Sell
8,481
-322
-4% -$190K 2.57% 11
2024
Q4 		$5.18M Sell
8,803
-25
-0.3% -$14.8K 2.67% 10
2024
Q3 		$5.09M Sell
8,828
-89
-1% -$49.5K 2.65% 10
2024
Q2 		$4.88M Sell
8,917
-447
-5% -$235K 2.73% 11
2024
Q1 		$4.92M Sell
9,364
-181
-2% -$90.6K 2.91% 10
2023
Q4 		$4.56M Sell
9,545
-98
-1% -$43.9K 3.06% 9
2023
Q3 		$4.14M Sell
9,643
-8
-0.1% -$3.58K 3.29% 9
2023
Q2 		$4.3M Sell
9,651
-28
-0.3% -$11.8K 3.28% 9
2023
Q1 		$3.98M Sell
9,679
-384
-4% -$154K 3.24% 10
2022
Q4 		$3.87M Sell
10,063
-108
-1% -$41.7K 2.42% 13
2022
Q3 		$3.65M Sell
10,171
-288
-3% -$115K 4.21% 10
2022
Q2 		$3.96M Sell
10,459
-81
-0.8% -$33.3K 4.95% 10
2022
Q1 		$4.78M Sell
10,540
-85
-0.8% -$38K 5.79% 6
2021
Q4 		$5.07M Sell
10,625
-287
-3% -$132K 6.05% 6
2021
Q3 		$4.7M Buy
+10,912
New +$4.84M 6.63% 6

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 Council's IVV Position: Q2 2026 in Review

Financial Council reduced its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q2 2026, selling an estimated $21.8K and leaving 8,121 shares worth $6.08M. The position accounts for 1.97% of the portfolio, ranked #13.

Financial Council first reported a position in IVV in Q3 2021 and has held it in 20 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Council held 8,121 shares of iShares Core S&P 500 ETF worth $6.08M as of Q2 2026.
  • Financial Council sold 30 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $21.8K.
  • iShares Core S&P 500 ETF made up 1.97% of Financial Council's portfolio in Q2 2026, its #13 holding.
  • Financial Council first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.