FEG
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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Financial Enhancement Group's IVV Position: Q2 2026 in Review

Financial Enhancement Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 474 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #115.

Financial Enhancement Group first reported a position in IVV in Q1 2016 and has held it in 30 quarters since. The position peaked at $929K in Q4 2017. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Enhancement Group held 474 shares of iShares Core S&P 500 ETF worth $355K as of Q2 2026.
  • Financial Enhancement Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.04% of Financial Enhancement Group's portfolio in Q2 2026, its #115 holding.
  • Financial Enhancement Group first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 30 quarters since.
  • Financial Enhancement Group's iShares Core S&P 500 ETF position peaked at $929K in Q4 2017.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.