Fingerlakes Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Fingerlakes Wealth Management’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	$2.36M	Buy	3,152 +9	+0.3%	+$6.55K	1.27%	25
2026 Q1	$2.05M	Buy	3,143 +132	+4%	+$90.1K	1.36%	25
2025 Q4	$2.06M	Sell	3,011 -82	-3%	-$55.7K	1.31%	26
2025 Q3	$2.07M	Buy	3,093 +8	+0.3%	+$5.15K	1.35%	24
2025 Q2	$1.92M	Buy	3,085 +3	+0.1%	+$1.72K	1.43%	24
2025 Q1	$1.73M	Sell	3,082 -48	-2%	-$28.3K	1.47%	25
2024 Q4	$1.84M	Sell	3,130 -3	-0.1%	-$1.78K	1.49%	25
2024 Q3	$1.81M	Sell	3,133 -43	-1%	-$23.9K	1.5%	24
2024 Q2	$1.74M	Buy	3,176 +9	+0.3%	+$4.73K	1.56%	21
2024 Q1	$1.67M	Buy	3,167 +1	+0%	+$500	1.61%	20
2023 Q4	$1.51M	Buy	3,166 +6	+0.2%	+$2.69K	1.63%	20
2023 Q3	$1.36M	Buy	3,160 +46	+1%	+$20.6K	1.66%	20
2023 Q2	$1.39M	Sell	3,114 -109	-3%	-$45.9K	1.59%	19
2023 Q1	$1.32M	Buy	3,223 +12	+0.4%	+$4.81K	1.65%	18
2022 Q4	$1.23M	Buy	3,211 +11	+0.3%	+$4.25K	1.7%	19
2022 Q3	$1.15M	Sell	3,200 -99	-3%	-$39.5K	1.67%	19
2022 Q2	$1.25M	Sell	3,299 -29	-0.9%	-$11.9K	1.71%	16
2022 Q1	$1.51M	Sell	3,328 -20	-0.6%	-$8.95K	1.77%	14
2021 Q4	$1.59M	Buy	+3,348	New	+$1.54M	1.79%	15

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

Fingerlakes Wealth Management's IVV Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.29% in Q2 2026, buying an estimated $6.55K and bringing the position to 3,152 shares worth $2.36M. The position accounts for 1.27% of the portfolio, ranked #25.

Fingerlakes Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Fingerlakes Wealth Management held 3,152 shares of iShares Core S&P 500 ETF worth $2.36M as of Q2 2026.
Fingerlakes Wealth Management bought 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
iShares Core S&P 500 ETF made up 1.27% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #25 holding.
Fingerlakes Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.