FMI
IVV icon

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

Financial Management Inc’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 		$269K Sell
359
-12
-3% -$8.74K 0.22% 38
2026
Q1 		$242K Sell
371
-14
-4% -$9.56K 0.23% 38
2025
Q4 		$263K Buy
+385
New +$261K 0.25% 36

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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 Management Inc's IVV Position: Q2 2026 in Review

Financial Management Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, selling an estimated $8.74K and leaving 359 shares worth $269K. The position accounts for 0.22% of the portfolio, ranked #38.

Financial Management Inc first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Management Inc held 359 shares of iShares Core S&P 500 ETF worth $269K as of Q2 2026.
  • Financial Management Inc sold 12 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.74K.
  • iShares Core S&P 500 ETF made up 0.22% of Financial Management Inc's portfolio in Q2 2026, its #38 holding.
  • Financial Management Inc first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.