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

Financial Management Network’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 		$68.8M Buy
92,089
+1,747
+2% +$1.27M 9.87% 1
2026
Q1 		$61.7M Sell
90,342
-1,156
-1% -$789K 9.45% 1
2025
Q4 		$62.8M Sell
91,498
-784
-0.8% -$532K 9.93% 1
2025
Q3 		$62.3M Buy
92,282
+1,129
+1% +$727K 10.27% 1
2025
Q2 		$57.3M Buy
91,153
+4,304
+5% +$2.47M 10.26% 1
2025
Q1 		$44M Buy
86,849
+7,260
+9% +$4.29M 9.9% 1
2024
Q4 		$47.3M Buy
79,589
+3,405
+4% +$2.02M 9.84% 1
2024
Q3 		$43.9M Buy
76,184
+4,123
+6% +$2.29M 9.17% 2
2024
Q2 		$40.2M Buy
72,061
+8,017
+13% +$4.22M 9.65% 2
2024
Q1 		$33M Sell
64,044
-531
-0.8% -$266K 8.32% 2
2023
Q4 		$30.4M Buy
64,575
+3,341
+5% +$1.5M 8.86% 2
2023
Q3 		$26.1M Buy
61,234
+3,021
+5% +$1.35M 8.65% 2
2023
Q2 		$26M Buy
58,213
+1,933
+3% +$815K 9.06% 2
2023
Q1 		$23.1M Buy
56,280
+1,686
+3% +$676K 9.28% 2
2022
Q4 		$21M Buy
54,594
+1,534
+3% +$592K 9.36% 2
2022
Q3 		$20.1M Buy
53,060
+4,211
+9% +$1.68M 9.94% 2
2022
Q2 		$18.7M Buy
48,849
+4,099
+9% +$1.69M 9.95% 2
2022
Q1 		$20.5M Buy
44,750
+2,791
+7% +$1.25M 10.43% 2
2021
Q4 		$20.1M Buy
41,959
+1,897
+5% +$874K 9.23% 2
2021
Q3 		$17.2M Sell
40,062
-193
-0.5% -$85.5K 8.73% 2
2021
Q2 		$17.5M Sell
40,255
-414
-1% -$173K 8.92% 2
2021
Q1 		$17.1M Buy
40,669
+2,011
+5% +$779K 8.85% 2
2020
Q4 		$14.9M Buy
+38,658
New +$13.8M 9.17% 2

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 Management Network's IVV Position: Q2 2026 in Review

Financial Management Network increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, buying an estimated $1.27M and bringing the position to 92,089 shares worth $68.8M. The position accounts for 9.87% of the portfolio, ranked #1.

Financial Management Network first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Management Network held 92,089 shares of iShares Core S&P 500 ETF worth $68.8M as of Q2 2026.
  • Financial Management Network bought 1,747 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.27M.
  • iShares Core S&P 500 ETF made up 9.87% of Financial Management Network's portfolio in Q2 2026, its #1 holding.
  • Financial Management Network first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.