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

Financial Management Professionals’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 		$510K Buy
681
+611
+873% +$445K 0.05% 119
2026
Q1 		$45.7K Buy
+70
New +$47.8K 0.01% 272
2025
Q2 		– Sell
-30
Closed -$16.9K – 1047
2025
Q1 		$16.9K Sell
30
-10,583
-100% -$6.25M ﹤0.01% 454
2024
Q4 		$6.25M Buy
10,613
+118
+1% +$69.8K 0.79% 26
2024
Q3 		$6.05M Buy
10,495
+10,395
+10,395% +$5.78M 0.75% 28
2024
Q2 		$55K Sell
100
-157
-61% -$82.6K 0.01% 244
2024
Q1 		$135K Buy
257
+187
+267% +$93.6K 0.02% 172
2023
Q4 		$33K Sell
70
-34
-33% -$15.2K 0.01% 317
2023
Q3 		$45K Sell
104
-62
-37% -$27.7K 0.01% 258
2023
Q2 		$74K Sell
166
-34
-17% -$14.3K 0.01% 222
2023
Q1 		$82K Sell
200
-17,194
-99% -$6.89M 0.02% 225
2022
Q4 		$6.68M Buy
+17,394
New +$6.71M 1.37% 20
2022
Q2 		– Sell
-47
Closed -$19.3K – 1031
2022
Q1 		$21K Sell
47
-31,074
-100% -$13.9M ﹤0.01% 351
2021
Q4 		$14.8M Buy
31,121
+31,115
+518,583% +$14.3M 3.15% 9
2021
Q3 		$3K Sell
6
-20
-77% -$8.86K ﹤0.01% 659
2021
Q2 		$11K Buy
26
+20
+333% +$8.38K ﹤0.01% 386
2021
Q1 		$2K Hold
6
– – ﹤0.01% 582
2020
Q4 		$2K Hold
6
– – ﹤0.01% 553
2020
Q3 		$2K Hold
6
– – ﹤0.01% 513
2020
Q2 		$2K Hold
6
– – ﹤0.01% 505
2020
Q1 		$2K Hold
6
– – ﹤0.01% 249
2019
Q4 		$2K Hold
6
– – ﹤0.01% 272
2019
Q3 		$2K Buy
+6
New +$1.78K ﹤0.01% 252
2016
Q3 		– Sell
-375
Closed -$78K – 361
2016
Q2 		$78K Buy
375
+353
+1,605% +$73.6K 0.04% 64
2016
Q1 		$5K Sell
22
-200
-90% -$39.2K ﹤0.01% 190
2015
Q4 		$45K Buy
+222
New +$45.9K 0.02% 79

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Financial Management Professionals's IVV Position: Q2 2026 in Review

Financial Management Professionals increased its iShares Core S&P 500 ETF (IVV) stake by 873% in Q2 2026, buying an estimated $445K and bringing the position to 681 shares worth $510K. The position accounts for 0.05% of the portfolio, ranked #119.

Financial Management Professionals first reported a position in IVV in Q4 2015 and has held it in 26 quarters since. The position peaked at $14.8M in Q4 2021. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Management Professionals held 681 shares of iShares Core S&P 500 ETF worth $510K as of Q2 2026.
  • Financial Management Professionals bought 611 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $445K.
  • iShares Core S&P 500 ETF made up 0.05% of Financial Management Professionals's portfolio in Q2 2026, its #119 holding.
  • Financial Management Professionals first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 26 quarters since.
  • Financial Management Professionals's iShares Core S&P 500 ETF position peaked at $14.8M in Q4 2021.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.