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

Financial Life Planners’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	$32.9M	Buy	43,893 +1,786	+4%	+$1.3M	21.12%	2
2026 Q1	$27.5M	Buy	42,107 +173	+0.4%	+$118K	21.09%	2
2025 Q4	$28.7M	Buy	41,934 +942	+2%	+$640K	20.62%	2
2025 Q3	$27.4M	Buy	40,992 +1,552	+4%	+$1,000K	18.43%	2
2025 Q2	$24.5M	Buy	39,440 +2,965	+8%	+$1.7M	19.92%	2
2025 Q1	$20.5M	Sell	36,475 -159	-0.4%	-$93.9K	19.95%	2
2024 Q4	$21.6M	Buy	+36,634	New	+$21.7M	18.08%	2

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Financial Life Planners's IVV Position: Q2 2026 in Review

Financial Life Planners increased its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q2 2026, buying an estimated $1.3M and bringing the position to 43,893 shares worth $32.9M. The position accounts for 21.12% of the portfolio, ranked #2.

Financial Life Planners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,114 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Financial Life Planners held 43,893 shares of iShares Core S&P 500 ETF worth $32.9M as of Q2 2026.
Financial Life Planners bought 1,786 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.3M.
iShares Core S&P 500 ETF made up 21.12% of Financial Life Planners's portfolio in Q2 2026, its #2 holding.
Financial Life Planners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,114 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.