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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$268K Buy
410
+19
+5% +$13K 0.16% 44
2025
Q4
$268K Sell
391
-22
-5% -$14.9K 0.17% 50
2025
Q3
$276K Sell
413
-99
-19% -$63.8K 0.19% 43
2025
Q2
$318K Buy
+512
New +$294K 0.24% 39
2025
Q1
Sell
-571
Closed -$336K 82
2024
Q4
$336K Buy
+571
New +$338K 0.28% 37

Other funds holding IVV

Financial Harvest's IVV Position: Q1 2026 in Review

Financial Harvest increased its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q1 2026, buying an estimated $13K and bringing the position to 410 shares worth $268K. The position accounts for 0.16% of the portfolio, ranked #44.

Financial Harvest first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. The position peaked at $336K in Q4 2024. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Financial Harvest held 410 shares of iShares Core S&P 500 ETF worth $268K as of Q1 2026.
  • Financial Harvest bought 19 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $13K.
  • iShares Core S&P 500 ETF made up 0.16% of Financial Harvest's portfolio in Q1 2026, its #44 holding.
  • Financial Harvest first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • Financial Harvest's iShares Core S&P 500 ETF position peaked at $336K in Q4 2024.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.