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Financial Freedom LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Freedom LLC’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 		$543K Buy
831
+400
+93% +$273K 0.27% 61
2025
Q4 		$295K Buy
431
+210
+95% +$143K 0.15% 85
2025
Q3 		$148K Buy
221
+5
+2% +$3.22K 0.07% 118
2025
Q2 		$134K Buy
216
+1
+0.5% +$574 0.07% 121
2025
Q1 		$121K Hold
215
– – 0.07% 123
2024
Q4 		$127K Buy
215
+1
+0.5% +$592 0.07% 119
2024
Q3 		$124K Hold
214
– – 0.07% 126
2024
Q2 		$117K Hold
214
– – 0.07% 126
2024
Q1 		$112K Buy
214
+1
+0.5% +$500 0.07% 126
2023
Q4 		$102K Buy
213
+1
+0.5% +$448 0.06% 124
2023
Q3 		$91.1K Sell
212
-48
-18% -$21.5K 0.06% 125
2023
Q2 		$116K Hold
260
– – 0.08% 113
2023
Q1 		$107K Buy
260
+125
+93% +$50.1K 0.08% 112
2022
Q4 		$52K Buy
+135
New +$52.1K 0.03% 146

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 Freedom LLC's IVV Position: Q1 2026 in Review

Financial Freedom LLC increased its iShares Core S&P 500 ETF (IVV) stake by 93% in Q1 2026, buying an estimated $273K and bringing the position to 831 shares worth $543K. The position accounts for 0.27% of the portfolio, ranked #61.

Financial Freedom LLC first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Financial Freedom LLC held 831 shares of iShares Core S&P 500 ETF worth $543K as of Q1 2026.
  • Financial Freedom LLC bought 400 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $273K.
  • iShares Core S&P 500 ETF made up 0.27% of Financial Freedom LLC's portfolio in Q1 2026, its #61 holding.
  • Financial Freedom LLC first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.