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

Financial Counselors Inc’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 		$58.4M Sell
77,986
-4,145
-5% -$3.02M 80.38% 1
2026
Q1 		$53.6M Buy
82,131
+4,136
+5% +$2.82M 75.71% 1
2025
Q4 		$53.4M Buy
77,995
+63,352
+433% +$43M 74.09% 1
2025
Q3 		$9.8M Buy
14,643
+534
+4% +$344K 13.04% 3
2025
Q2 		$8.76M Sell
14,109
-78,324
-85% -$45M 12.39% 3
2025
Q1 		$51.9M Buy
92,433
+1,379
+2% +$814K 0.79% 35
2024
Q4 		$53.6M Buy
91,054
+4,658
+5% +$2.76M 0.78% 40
2024
Q3 		$49.8M Buy
86,396
+8,314
+11% +$4.62M 0.74% 37
2024
Q2 		$42.7M Buy
78,082
+2,816
+4% +$1.48M 0.69% 43
2024
Q1 		$39.6M Buy
75,266
+28,532
+61% +$14.3M 0.67% 45
2023
Q4 		$22.3M Buy
46,734
+2,688
+6% +$1.2M 0.4% 68
2023
Q3 		$18.9M Buy
44,046
+1,514
+4% +$677K 0.38% 73
2023
Q2 		$19M Buy
42,532
+686
+2% +$289K 0.39% 71
2023
Q1 		$17.2M Sell
41,846
-1,620
-4% -$649K 0.37% 79
2022
Q4 		$16.7M Buy
43,466
+4,493
+12% +$1.73M 0.37% 82
2022
Q3 		$14M Buy
38,973
+1,974
+5% +$788K 0.34% 91
2022
Q2 		$14M Sell
36,999
-4,480
-11% -$1.84M 0.33% 91
2022
Q1 		$18.8M Buy
41,479
+66
+0.2% +$29.5K 0.39% 76
2021
Q4 		$19.8M Buy
41,413
+2,691
+7% +$1.24M 0.41% 75
2021
Q3 		$16.7M Buy
38,722
+2,894
+8% +$1.28M 0.36% 83
2021
Q2 		$15.4M Buy
35,828
+8,402
+31% +$3.52M 0.33% 87
2021
Q1 		$10.9M Buy
27,426
+2,425
+10% +$939K 0.25% 113
2020
Q4 		$9.38M Buy
25,001
+2,116
+9% +$753K 0.24% 115
2020
Q3 		$7.69M Sell
22,885
-2,126
-9% -$708K 0.23% 117
2020
Q2 		$7.75M Buy
25,011
+3,262
+15% +$958K 0.25% 108
2020
Q1 		$5.62M Sell
21,749
-2,630
-11% -$806K 0.25% 117
2019
Q4 		$7.88M Buy
24,379
+2,077
+9% +$643K 0.28% 116
2019
Q3 		$6.66M Buy
22,302
+1,667
+8% +$496K 0.26% 120
2019
Q2 		$6.08M Sell
20,635
-2,158
-9% -$625K 0.25% 130
2019
Q1 		$6.49M Buy
22,793
+4,400
+24% +$1.2M 0.28% 118
2018
Q4 		$4.63M Sell
18,393
-18,257
-50% -$4.96M 0.23% 130
2018
Q3 		$10.7M Buy
36,650
+19,102
+109% +$5.48M 0.47% 66
2018
Q2 		$4.79M Sell
17,548
-558
-3% -$152K 0.22% 139
2018
Q1 		$4.8M Sell
18,106
-8,100
-31% -$2.23M 0.23% 142
2017
Q4 		$7.04M Sell
26,206
-376
-1% -$98.5K 0.32% 107
2017
Q3 		$6.72M Buy
26,582
+600
+2% +$149K 0.33% 102
2017
Q2 		$6.32M Sell
25,982
-59
-0.2% -$14.2K 0.31% 111
2017
Q1 		$6.18M Buy
26,041
+7,508
+41% +$1.76M 0.32% 109
2016
Q4 		$4.17M Buy
+18,533
New +$4.07M 0.22% 146
2016
Q2 		$3.93M Buy
18,686
+455
+2% +$94.9K 0.24% 146
2016
Q1 		$3.77M Buy
18,231
+165
+0.9% +$32.4K 0.23% 148
2015
Q4 		$3.7M Buy
18,066
+4,013
+29% +$829K 0.24% 136
2015
Q3 		$2.71M Buy
14,053
+59
+0.4% +$12K 0.19% 160
2015
Q2 		$2.9M Buy
13,994
+202
+1% +$42.8K 0.18% 159
2015
Q1 		$2.87M Buy
13,792
+371
+3% +$77.1K 0.18% 166
2014
Q4 		$2.78M Sell
13,421
-544
-4% -$110K 0.18% 164
2014
Q3 		$2.77M Buy
13,965
+526
+4% +$105K 0.19% 158
2014
Q2 		$2.65M Sell
13,439
-55
-0.4% -$10.5K 0.18% 161
2014
Q1 		$2.54M Sell
13,494
-77
-0.6% -$14.2K 0.18% 160
2013
Q4 		$2.52M Sell
13,571
-353
-3% -$62.8K 0.19% 156
2013
Q3 		$2.35M Buy
13,924
+10,040
+258% +$1.69M 0.19% 155
2013
Q2 		$625K Buy
+3,884
New +$629K 0.05% 264

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 Counselors Inc's IVV Position: Q2 2026 in Review

Financial Counselors Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 5% in Q2 2026, selling an estimated $3.02M and leaving 77,986 shares worth $58.4M. The position accounts for 80.38% of the portfolio, ranked #1.

Financial Counselors Inc first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Counselors Inc held 77,986 shares of iShares Core S&P 500 ETF worth $58.4M as of Q2 2026.
  • Financial Counselors Inc sold 4,145 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.02M.
  • iShares Core S&P 500 ETF made up 80.38% of Financial Counselors Inc's portfolio in Q2 2026, its #1 holding.
  • Financial Counselors Inc first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Counselors Inc's 13F filing for Q2 2026, filed 5 Aug 2026.