Financial Partners Group (Kansas)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $95.8M | Buy |
127,920
+4,783
| +4% | +$3.48M | 9.73% | 1 |
|
|
2026
Q1 | $80.4M | Buy |
123,137
+2,139
| +2% | +$1.46M | 9.62% | 1 |
|
|
2025
Q4 | $84.1M | Buy |
120,998
+2,217
| +2% | +$1.51M | 9.72% | 1 |
|
|
2025
Q3 | $79.5M | Buy |
118,781
+3,462
| +3% | +$2.23M | 9.9% | 1 |
|
|
2025
Q2 | $71.6M | Buy |
115,319
+2,873
| +3% | +$1.65M | 9.9% | 1 |
|
|
2025
Q1 | $63.2M | Buy |
112,446
+1,110
| +1% | +$655K | 9.75% | 1 |
|
|
2024
Q4 | $65.5M | Buy |
111,336
+601
| +0.5% | +$356K | 9.56% | 1 |
|
|
2024
Q3 | $63.9M | Buy |
110,735
+515
| +0.5% | +$286K | 9.45% | 1 |
|
|
2024
Q2 | $60.3M | Buy |
110,220
+1,535
| +1% | +$807K | 9.52% | 1 |
|
|
2024
Q1 | $57.1M | Buy |
108,685
+2,654
| +3% | +$1.33M | 9.11% | 1 |
|
|
2023
Q4 | $50.6M | Buy |
106,031
+906
| +0.9% | +$406K | 9.08% | 1 |
|
|
2023
Q3 | $45.8M | Buy |
105,125
+2,964
| +3% | +$1.33M | 9.45% | 1 |
|
|
2023
Q2 | $45.9M | Sell |
102,161
-1,428
| -1% | -$602K | 9.29% | 1 |
|
|
2023
Q1 | $42.6M | Buy |
103,589
+740
| +0.7% | +$297K | 9.47% | 1 |
|
|
2022
Q4 | $42.7M | Buy |
102,849
+751
| +0.7% | +$290K | 9.38% | 1 |
|
|
2022
Q3 | $36.6M | Buy |
102,098
+2,918
| +3% | +$1.17M | 9.64% | 1 |
|
|
2022
Q2 | $37.6M | Buy |
99,180
+3,786
| +4% | +$1.56M | 9.43% | 1 |
|
|
2022
Q1 | $43.3M | Buy |
95,394
+3,304
| +4% | +$1.48M | 9.37% | 2 |
|
|
2021
Q4 | $41.6M | Buy |
92,090
+3,503
| +4% | +$1.61M | 9.09% | 1 |
|
|
2021
Q3 | $38.2M | Buy |
88,587
+4,346
| +5% | +$1.93M | 8.99% | 1 |
|
|
2021
Q2 | $36.2M | Buy |
84,241
+5,164
| +7% | +$2.16M | 9.33% | 1 |
|
|
2021
Q1 | $31.5M | Buy |
79,077
+1,072
| +1% | +$415K | 8.92% | 1 |
|
|
2020
Q4 | $30.1M | Buy |
78,005
+4,784
| +7% | +$1.7M | 9% | 1 |
|
|
2020
Q3 | $24.6M | Buy |
73,221
+4,175
| +6% | +$1.39M | 8.45% | 1 |
|
|
2020
Q2 | $21.4M | Sell |
69,046
-896
| -1% | -$263K | 8.35% | 1 |
|
|
2020
Q1 | $17.3M | Sell |
69,942
-54,308
| -44% | -$16.6M | 10.7% | 2 |
|
|
2019
Q4 | $40.8M | Buy |
124,250
+11,857
| +11% | +$3.67M | 15.86% | 1 |
|
|
2019
Q3 | $33.6M | Buy |
112,393
+19,299
| +21% | +$5.74M | 14.91% | 1 |
|
|
2019
Q2 | $27.4M | Buy |
93,094
+62,177
| +201% | +$18M | 12.89% | 1 |
|
|
2019
Q1 | $8.8M | Buy |
30,917
+6,959
| +29% | +$1.9M | 4.76% | 6 |
|
|
2018
Q4 | $6.03M | Buy |
23,958
+12,774
| +114% | +$3.47M | 3.92% | 9 |
|
|
2018
Q3 | $3.27M | Buy |
11,184
+500
| +5% | +$143K | 2.13% | 16 |
|
|
2018
Q2 | $2.92M | Buy |
10,684
+384
| +4% | +$104K | 2.14% | 15 |
|
|
2018
Q1 | $2.73M | Buy |
10,300
+532
| +5% | +$146K | 2.14% | 15 |
|
|
2017
Q4 | $2.63M | Buy |
+9,768
| New | +$2.56M | 2.07% | 17 |
|
Other funds holding IVV
PAS
JIC
NFA
GT
Financial Partners Group (Kansas)'s IVV Position: Q2 2026 in Review
Financial Partners Group (Kansas) increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q2 2026, buying an estimated $3.48M and bringing the position to 127,920 shares worth $95.8M. The position accounts for 9.73% of the portfolio, ranked #1.
Financial Partners Group (Kansas) first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. 1,875 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Financial Partners Group (Kansas) held 127,920 shares of iShares Core S&P 500 ETF worth $95.8M as of Q2 2026.
- Financial Partners Group (Kansas) bought 4,783 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.48M.
- iShares Core S&P 500 ETF made up 9.73% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #1 holding.
- Financial Partners Group (Kansas) first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- 1,875 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.