Financial & Tax Architects’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial & Tax Architects’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	$268K	Buy	+358	New	+$261K	0.06%	106
2026 Q1	–	Sell	-625	Closed	-$428K	–	114
2025 Q4	$428K	Sell	625 -38	-6%	-$25.8K	0.1%	86
2025 Q3	$444K	Sell	663 -26	-4%	-$16.7K	0.1%	90
2025 Q2	$428K	Sell	689 -652	-49%	-$374K	0.1%	77
2025 Q1	$753K	Buy	1,341 +326	+32%	+$193K	0.19%	72
2024 Q4	$598K	Sell	1,015 -861	-46%	-$510K	0.15%	76
2024 Q3	$1.08M	Buy	+1,876	New	+$1.04M	0.28%	56

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 & Tax Architects's IVV Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 358 shares worth $268K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in IVV as recently as Q4 2025.

Financial & Tax Architects first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q3 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Financial & Tax Architects held 358 shares of iShares Core S&P 500 ETF worth $268K as of Q2 2026.
iShares Core S&P 500 ETF was a new Financial & Tax Architects position in Q2 2026.
iShares Core S&P 500 ETF made up 0.06% of Financial & Tax Architects's portfolio in Q2 2026, its #106 holding.
Financial & Tax Architects first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Financial & Tax Architects's iShares Core S&P 500 ETF position peaked at $1.08M in Q3 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.