Financial Planning Fort Collins’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Planning Fort Collins’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	$504K	Hold	668	–	–	0.38%	24
2026 Q1	$479K	Buy	+668	New	+$456K	0.36%	23

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Financial Planning Fort Collins's IVV Position: Q2 2026 in Review

Financial Planning Fort Collins held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 668 shares worth $504K. The position accounts for 0.38% of the portfolio, ranked #24.

Financial Planning Fort Collins first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Financial Planning Fort Collins held 668 shares of iShares Core S&P 500 ETF worth $504K as of Q2 2026.
Financial Planning Fort Collins left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.38% of Financial Planning Fort Collins's portfolio in Q2 2026, its #24 holding.
Financial Planning Fort Collins first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.