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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
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 $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 Council's IVV Position: Q1 2026 in Review

Financial Council reduced its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q1 2026, selling an estimated $25.9K and leaving 8,151 shares worth $5.32M. The position accounts for 2.05% of the portfolio, ranked #13.

Financial Council first reported a position in IVV in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.61M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Financial Council held 8,151 shares of iShares Core S&P 500 ETF worth $5.32M as of Q1 2026.
  • Financial Council sold 38 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $25.9K.
  • iShares Core S&P 500 ETF made up 2.05% of Financial Council's portfolio in Q1 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 19 quarters since.
  • Financial Council's iShares Core S&P 500 ETF position peaked at $5.61M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.