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IVV icon

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

Financial Harvest’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 		$302K Sell
403
-7
-2% -$5.1K 0.12% 52
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Financial Harvest's IVV Position: Q2 2026 in Review

Financial Harvest reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, selling an estimated $5.1K and leaving 403 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #52.

Financial Harvest first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $336K in Q4 2024. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Harvest held 403 shares of iShares Core S&P 500 ETF worth $302K as of Q2 2026.
  • Financial Harvest sold 7 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.1K.
  • iShares Core S&P 500 ETF made up 0.12% of Financial Harvest's portfolio in Q2 2026, its #52 holding.
  • Financial Harvest first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Financial Harvest's iShares Core S&P 500 ETF position peaked at $336K in Q4 2024.
  • 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.