Financiere des Professionnels’s iShares Core S&P 500 ETF IVV Stock Holding History

Financiere des Professionnels’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	$31.3M	Buy	41,750 +7,450	+22%	+$5.43M	1.76%	10
2026 Q1	$22.4M	Sell	34,300 -17,650	-34%	-$12.1M	1.31%	16
2025 Q4	$35.6M	Buy	51,950 +7,550	+17%	+$5.13M	2.02%	9
2025 Q3	$29.7M	Buy	44,400 +1,300	+3%	+$837K	1.71%	11
2025 Q2	$26.8M	Sell	43,100 -2,700	-6%	-$1.55M	1.62%	11
2025 Q1	$25.7M	Buy	45,800 +2,250	+5%	+$1.33M	1.66%	11
2024 Q4	$25.6M	Buy	43,550 +12,700	+41%	+$7.52M	1.79%	8
2024 Q3	$17.8M	Buy	30,850 +7,450	+32%	+$4.14M	1.22%	15
2024 Q2	$12.9M	Buy	+23,400	New	+$12.3M	1.01%	20

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

Financiere des Professionnels's IVV Position: Q2 2026 in Review

Financiere des Professionnels increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, buying an estimated $5.43M and bringing the position to 41,750 shares worth $31.3M. The position accounts for 1.76% of the portfolio, ranked #10.

Financiere des Professionnels first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.6M in Q4 2025. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Financiere des Professionnels held 41,750 shares of iShares Core S&P 500 ETF worth $31.3M as of Q2 2026.
Financiere des Professionnels bought 7,450 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.43M.
iShares Core S&P 500 ETF made up 1.76% of Financiere des Professionnels's portfolio in Q2 2026, its #10 holding.
Financiere des Professionnels first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Financiere des Professionnels's iShares Core S&P 500 ETF position peaked at $35.6M in Q4 2025.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.