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

Finley Financial’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	$359K	Sell	480 -275	-36%	-$200K	0.14%	54
2026 Q1	$493K	Hold	755	–	–	0.23%	48
2025 Q4	$517K	Hold	755	–	–	0.24%	48
2025 Q3	$505K	Hold	755	–	–	0.23%	50
2025 Q2	$469K	Hold	755	–	–	0.24%	50
2025 Q1	$420K	Hold	755	–	–	0.23%	50
2024 Q4	$450K	Buy	+755	New	+$447K	0.23%	50

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Finley Financial's IVV Position: Q2 2026 in Review

Finley Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 36% in Q2 2026, selling an estimated $200K and leaving 480 shares worth $359K. The position accounts for 0.14% of the portfolio, ranked #54.

Finley Financial first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Finley Financial held 480 shares of iShares Core S&P 500 ETF worth $359K as of Q2 2026.
Finley Financial sold 275 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $200K.
iShares Core S&P 500 ETF made up 0.14% of Finley Financial's portfolio in Q2 2026, its #54 holding.
Finley Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Finley Financial's iShares Core S&P 500 ETF position peaked at $517K in Q4 2025.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.