Financial Engines Advisors
IVV icon

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

Financial Engines Advisors’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 		$135M Sell
207,322
-11,418
-5% -$7.8M 0.28% 34
2025
Q4 		$150M Sell
218,740
-4,572
-2% -$3.1M 0.28% 34
2025
Q3 		$149M Sell
223,312
-8,501
-4% -$5.48M 0.29% 33
2025
Q2 		$144M Buy
231,813
+215,504
+1,321% +$124M 0.29% 33
2025
Q1 		$9.16M Buy
16,309
+711
+5% +$420K 0.02% 97
2024
Q4 		$9.18M Buy
15,598
+3,685
+31% +$2.18M 0.02% 100
2024
Q3 		$6.87M Sell
11,913
-228
-2% -$127K 0.01% 101
2024
Q2 		$6.64M Buy
12,141
+2,965
+32% +$1.56M 0.01% 100
2024
Q1 		$4.82M Sell
9,176
-81
-0.9% -$40.5K 0.01% 114
2023
Q4 		$4.42M Sell
9,257
-3,406
-27% -$1.52M 0.01% 109
2023
Q3 		$5.46M Buy
12,663
+4,261
+51% +$1.91M 0.01% 83
2023
Q2 		$3.74M Sell
8,402
-342
-4% -$144K 0.01% 100
2023
Q1 		$3.59M Buy
8,744
+1,410
+19% +$565K 0.01% 103
2022
Q4 		$2.82M Sell
7,334
-1,614
-18% -$623K 0.01% 116
2022
Q3 		$3.21M Sell
8,948
-290
-3% -$116K 0.01% 98
2022
Q2 		$3.5M Sell
9,238
-2,413
-21% -$993K 0.01% 93
2022
Q1 		$5.29M Buy
11,651
+7,893
+210% +$3.53M 0.01% 81
2021
Q4 		$1.79M Buy
3,758
+569
+18% +$262K ﹤0.01% 94
2021
Q3 		$1.37M Buy
3,189
+896
+39% +$397K ﹤0.01% 97
2021
Q2 		$986K Buy
2,293
+84
+4% +$35.2K ﹤0.01% 102
2021
Q1 		$879K Buy
2,209
+896
+68% +$347K ﹤0.01% 125
2020
Q4 		$493K Buy
1,313
+236
+22% +$84K ﹤0.01% 164
2020
Q3 		$362K Buy
+1,077
New +$358K ﹤0.01% 175
2018
Q4 		– Sell
-63
Closed -$19K – 145
2018
Q3 		$19K Buy
+63
New +$18.1K ﹤0.01% 80
2018
Q2 		– Sell
-97
Closed -$26K – 150
2018
Q1 		$26K Buy
+97
New +$26.7K ﹤0.01% 75

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 Engines Advisors's IVV Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 5.2% in Q1 2026, selling an estimated $7.8M and leaving 207,322 shares worth $135M. The position accounts for 0.28% of the portfolio, ranked #34.

Financial Engines Advisors first reported a position in IVV in Q1 2018 and has held it in 25 quarters since. The position peaked at $150M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Financial Engines Advisors held 207,322 shares of iShares Core S&P 500 ETF worth $135M as of Q1 2026.
  • Financial Engines Advisors sold 11,418 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $7.8M.
  • iShares Core S&P 500 ETF made up 0.28% of Financial Engines Advisors's portfolio in Q1 2026, its #34 holding.
  • Financial Engines Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 25 quarters since.
  • Financial Engines Advisors's iShares Core S&P 500 ETF position peaked at $150M 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 Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.