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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financiere des Professionnels's IVV Position: Q1 2026 in Review

Financiere des Professionnels reduced its iShares Core S&P 500 ETF (IVV) stake by 34% in Q1 2026, selling an estimated $12.1M and leaving 34,300 shares worth $22.4M. The position accounts for 1.31% of the portfolio, ranked #16.

Financiere des Professionnels first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $35.6M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Financiere des Professionnels held 34,300 shares of iShares Core S&P 500 ETF worth $22.4M as of Q1 2026.
Financiere des Professionnels sold 17,650 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $12.1M.
iShares Core S&P 500 ETF made up 1.31% of Financiere des Professionnels's portfolio in Q1 2026, its #16 holding.
Financiere des Professionnels first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Financiere des Professionnels's iShares Core S&P 500 ETF position peaked at $35.6M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.