FPI
IVV icon

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

Financial Plan 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
Q1 		$340K Sell
521
-12
-2% -$8.19K 0.04% 74
2025
Q4 		$365K Buy
+533
New +$362K 0.04% 70

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Bank of America
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Financial Plan Inc's IVV Position: Q1 2026 in Review

Financial Plan Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, selling an estimated $8.19K and leaving 521 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #74.

Financial Plan Inc first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $365K in Q4 2025. 3,988 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Financial Plan Inc held 521 shares of iShares Core S&P 500 ETF worth $340K as of Q1 2026.
  • Financial Plan Inc sold 12 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $8.19K.
  • iShares Core S&P 500 ETF made up 0.04% of Financial Plan Inc's portfolio in Q1 2026, its #74 holding.
  • Financial Plan Inc first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's iShares Core S&P 500 ETF position peaked at $365K in Q4 2025.
  • 3,988 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.