Financial Planning Navigators’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Financial Planning Navigators's IVV Position: Q2 2026 in Review
Financial Planning Navigators reduced its iShares Core S&P 500 ETF (IVV) stake by 0.06% in Q2 2026, selling an estimated $728 and leaving 1,673 shares worth $1.25M. The position accounts for 0.47% of the portfolio, ranked #22.
Financial Planning Navigators first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Financial Planning Navigators held 1,673 shares of iShares Core S&P 500 ETF worth $1.25M as of Q2 2026.
- Financial Planning Navigators sold 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
- iShares Core S&P 500 ETF made up 0.47% of Financial Planning Navigators's portfolio in Q2 2026, its #22 holding.
- Financial Planning Navigators first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.