Financially in Tune’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.18M Sell
1,808
-55
-3% -$37.6K 1.02% 23
2025
Q4
$1.28M Buy
+1,863
New +$1.27M 1.19% 21

Other funds holding IVV

Financially in Tune's IVV Position: Q1 2026 in Review

Financially in Tune reduced its iShares Core S&P 500 ETF (IVV) stake by 3% in Q1 2026, selling an estimated $37.6K and leaving 1,808 shares worth $1.18M. The position accounts for 1.02% of the portfolio, ranked #23.

Financially in Tune first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.28M in Q4 2025. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Financially in Tune held 1,808 shares of iShares Core S&P 500 ETF worth $1.18M as of Q1 2026.
  • Financially in Tune sold 55 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $37.6K.
  • iShares Core S&P 500 ETF made up 1.02% of Financially in Tune's portfolio in Q1 2026, its #23 holding.
  • Financially in Tune first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Financially in Tune's iShares Core S&P 500 ETF position peaked at $1.28M in Q4 2025.
  • 3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.