FF
IVV icon

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

Financial Futures’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 		$993K Hold
1,326
– – 0.38% 36
2026
Q1 		$866K Hold
1,326
– – 0.38% 34
2025
Q4 		$908K Sell
1,326
-8
-0.6% -$5.43K 0.42% 34
2025
Q3 		$893K Sell
1,334
-64
-5% -$41.2K 0.43% 35
2025
Q2 		$868K Sell
1,398
-36
-3% -$20.7K 0.47% 32
2025
Q1 		$806K Buy
1,434
+69
+5% +$40.7K 0.46% 31
2024
Q4 		$803K Buy
1,365
+16
+1% +$9.47K 0.46% 32
2024
Q3 		$778K Sell
1,349
-22
-2% -$12.2K 0.45% 31
2024
Q2 		$750K Sell
1,371
-3
-0.2% -$1.58K 0.47% 30
2024
Q1 		$722K Sell
1,374
-50
-4% -$25K 0.48% 29
2023
Q4 		$680K Sell
1,424
-49
-3% -$21.9K 0.51% 25
2023
Q3 		$633K Buy
1,473
+194
+15% +$86.8K 0.52% 28
2023
Q2 		$570K Sell
1,279
-33
-3% -$13.9K 0.45% 36
2023
Q1 		$539K Sell
1,312
-244
-16% -$97.8K 0.45% 35
2022
Q4 		$598K Sell
1,556
-112
-7% -$43.2K 0.54% 31
2022
Q3 		$598K Sell
1,668
-12
-0.7% -$4.79K 0.57% 28
2022
Q2 		$637K Sell
1,680
-160
-9% -$65.8K 0.63% 28
2022
Q1 		$835K Sell
1,840
-71
-4% -$31.8K 0.65% 28
2021
Q4 		$912K Buy
+1,911
New +$881K 0.75% 26

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Financial Futures's IVV Position: Q2 2026 in Review

Financial Futures held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,326 shares worth $993K. The position accounts for 0.38% of the portfolio, ranked #36.

Financial Futures first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Futures held 1,326 shares of iShares Core S&P 500 ETF worth $993K as of Q2 2026.
  • Financial Futures left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.38% of Financial Futures's portfolio in Q2 2026, its #36 holding.
  • Financial Futures first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.