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Financial Strategies Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Strategies Group’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 		$441K Sell
587
-40
-6% -$29.1K 0.07% 72
2026
Q1 		$450K Sell
627
-51
-8% -$34.8K 0.08% 75
2025
Q4 		$471K Hold
678
– – 0.09% 73
2025
Q3 		$466K Sell
678
-39
-5% -$25.1K 0.09% 72
2025
Q2 		$449K Sell
717
-180
-20% -$103K 0.09% 72
2025
Q1 		$485K Hold
897
– – 0.11% 70
2024
Q4 		$523K Hold
897
– – 0.13% 64
2024
Q3 		$526K Hold
897
– – 0.12% 53
2024
Q2 		$501K Buy
897
+1
+0.1% +$526 0.13% 54
2024
Q1 		$468K Hold
896
– – 0.13% 53
2023
Q4 		$437K Hold
896
– – 0.13% 55
2023
Q3 		$393K Buy
896
+71
+9% +$31.8K 0.12% 54
2023
Q2 		$368K Sell
825
-754
-48% -$318K 0.12% 58
2023
Q1 		$649K Sell
1,579
-120
-7% -$48.1K 0.25% 46
2022
Q4 		$653K Sell
1,699
-49
-3% -$18.9K 0.27% 46
2022
Q3 		$627K Sell
1,748
-266
-13% -$106K 0.28% 50
2022
Q2 		$764K Buy
2,014
+106
+6% +$43.6K 0.32% 42
2022
Q1 		$866K Buy
1,908
+197
+12% +$88.1K 0.35% 34
2021
Q4 		$816K Buy
1,711
+33
+2% +$15.2K 0.33% 35
2021
Q3 		$723K Sell
1,678
-41
-2% -$18.2K 0.32% 34
2021
Q2 		$739K Sell
1,719
-4
-0.2% -$1.68K 0.34% 30
2021
Q1 		$685K Sell
1,723
-53
-3% -$20.5K 0.35% 29
2020
Q4 		$667K Buy
1,776
+136
+8% +$48.4K 0.37% 28
2020
Q3 		$551K Sell
1,640
-25
-2% -$8.32K 0.37% 28
2020
Q2 		$516K Buy
+1,665
New +$489K 0.38% 26
2020
Q1 		– Sell
-1,007
Closed -$326K – 45
2019
Q4 		$326K Buy
+1,007
New +$312K 0.26% 34

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Financial Strategies Group's IVV Position: Q2 2026 in Review

Financial Strategies Group reduced its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q2 2026, selling an estimated $29.1K and leaving 587 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #72.

Financial Strategies Group first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $866K in Q1 2022. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Financial Strategies Group held 587 shares of iShares Core S&P 500 ETF worth $441K as of Q2 2026.
  • Financial Strategies Group sold 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core S&P 500 ETF made up 0.07% of Financial Strategies Group's portfolio in Q2 2026, its #72 holding.
  • Financial Strategies Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Strategies Group's iShares Core S&P 500 ETF position peaked at $866K in Q1 2022.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.