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

Financial Enhancement 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 Q3	$370K	Hold	474	–	–	0.04%	112
2026 Q2	$355K	Hold	474	–	–	0.04%	115
2026 Q1	$338K	Sell	474 -9	-2%	-$6.15K	0.04%	119
2025 Q4	$332K	Buy	483 +10	+2%	+$6.79K	0.04%	121
2025 Q3	$320K	Hold	473	–	–	0.04%	121
2025 Q2	$296K	Sell	473 -422	-47%	-$242K	0.04%	117
2025 Q1	$474K	Sell	895 -51	-5%	-$30.1K	0.07%	97
2024 Q4	$553K	Buy	+946	New	+$560K	0.08%	94
2022 Q4	–	Sell	-244	Closed	-$88K	–	219
2022 Q3	$88K	Hold	244	–	–	0.02%	122
2022 Q2	$93K	Hold	244	–	–	0.02%	119
2022 Q1	$111K	Sell	244 -15	-6%	-$6.71K	0.02%	120
2021 Q4	$124K	Sell	259 -8	-3%	-$3.69K	0.02%	118
2021 Q3	$115K	Buy	267 +23	+9%	+$10.2K	0.02%	116
2021 Q2	$105K	Hold	244	–	–	0.02%	109
2021 Q1	$97K	Hold	244	–	–	0.02%	111
2020 Q4	$92K	Hold	244	–	–	0.02%	118
2020 Q3	$82K	Hold	244	–	–	0.02%	111
2020 Q2	$76K	Hold	244	–	–	0.02%	118
2020 Q1	$63K	Hold	244	–	–	0.02%	121
2019 Q4	$79K	Hold	244	–	–	0.02%	108
2019 Q3	$73K	Hold	244	–	–	0.02%	107
2019 Q2	$72K	Hold	244	–	–	0.02%	113
2019 Q1	$69K	Buy	+244	New	+$66.7K	0.02%	127
2018 Q1	–	Sell	-3,457	Closed	-$929K	–	258
2017 Q4	$929K	Buy	3,457 +584	+20%	+$153K	0.35%	48
2017 Q3	$727K	Buy	2,873 +87	+3%	+$21.6K	0.29%	45
2017 Q2	$678K	Buy	2,786 +357	+15%	+$86.1K	0.29%	47
2017 Q1	$576K	Buy	2,429 +852	+54%	+$199K	0.26%	45
2016 Q4	$355K	Buy	1,577 +152	+11%	+$33.4K	0.18%	50
2016 Q3	$310K	Sell	1,425 -41	-3%	-$8.92K	0.17%	47
2016 Q2	$309K	Buy	1,466 +485	+49%	+$101K	0.19%	36
2016 Q1	$203K	Buy	+981	New	+$192K	0.13%	41

Other funds holding IVV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Financial Enhancement Group's IVV Position: Q3 2026 in Review

Financial Enhancement Group held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 474 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #112.

Financial Enhancement Group first reported a position in IVV in Q1 2016 and has held it in 31 quarters since. The position peaked at $929K in Q4 2017. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Financial Enhancement Group held 474 shares of iShares Core S&P 500 ETF worth $370K as of Q3 2026.
Financial Enhancement Group left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.04% of Financial Enhancement Group's portfolio in Q3 2026, its #112 holding.
Financial Enhancement Group first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 31 quarters since.
Financial Enhancement Group's iShares Core S&P 500 ETF position peaked at $929K in Q4 2017.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.