FNWM
IVV icon

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

Financial Network Wealth Management’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
Q1 		$5.83M Sell
8,930
-178
-2% -$122K 1.85% 12
2025
Q4 		$6.24M Sell
9,108
-4
-0% -$2.72K 1.92% 12
2025
Q3 		$6.24M Buy
+9,112
New +$5.87M 1.93% 12
2025
Q1 		$5.27M Sell
9,384
-78
-0.8% -$46.1K 1.86% 12
2024
Q4 		$5.57M Sell
9,462
-20
-0.2% -$11.8K 1.99% 12
2024
Q3 		$5.47M Sell
9,482
-43
-0.5% -$23.9K 1.96% 12
2024
Q2 		$5.21M Sell
9,525
-57
-0.6% -$30K 1.99% 12
2024
Q1 		$4.98M Sell
9,582
-14,329
-60% -$7.17M 2.36% 12
2023
Q4 		$11.4M Sell
23,911
-461
-2% -$206K 4.94% 7
2023
Q3 		$10.5M Sell
24,372
-1,259
-5% -$563K 5.11% 6
2023
Q2 		$11.8M Buy
25,631
+1,387
+6% +$585K 5.44% 4
2023
Q1 		$9.97M Sell
24,244
-343
-1% -$138K 4.93% 6
2022
Q4 		$9.45M Buy
24,587
+38
+0.2% +$14.7K 5.11% 4
2022
Q3 		$8.8M Sell
24,549
-482
-2% -$192K 5.49% 7
2022
Q2 		$9.49M Buy
25,031
+461
+2% +$190K 5.68% 7
2022
Q1 		$11.1M Buy
24,570
+1,706
+7% +$763K 5.82% 4
2021
Q4 		$10.9M Buy
22,864
+2,010
+10% +$926K 5.52% 4
2021
Q3 		$8.98M Buy
20,854
+810
+4% +$359K 5.14% 6
2021
Q2 		$8.62M Buy
20,044
+2,026
+11% +$849K 5.07% 6
2021
Q1 		$7.17M Buy
18,018
+1,577
+10% +$611K 4.68% 7
2020
Q4 		$6.17M Buy
+16,441
New +$5.85M 4.84% 7

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Network Wealth Management's IVV Position: Q1 2026 in Review

Financial Network Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q1 2026, selling an estimated $122K and leaving 8,930 shares worth $5.83M. The position accounts for 1.85% of the portfolio, ranked #12.

Financial Network Wealth Management first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.8M in Q2 2023. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Financial Network Wealth Management held 8,930 shares of iShares Core S&P 500 ETF worth $5.83M as of Q1 2026.
  • Financial Network Wealth Management sold 178 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $122K.
  • iShares Core S&P 500 ETF made up 1.85% of Financial Network Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Financial Network Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • Financial Network Wealth Management's iShares Core S&P 500 ETF position peaked at $11.8M in Q2 2023.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.