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

Florida Financial Advisors’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	$983K	Buy	1,504 +252	+20%	+$172K	0.24%	110
2025 Q4	$857K	Sell	1,252 -8	-0.6%	-$5.43K	0.23%	105
2025 Q3	$844K	Sell	1,260 -57	-4%	-$36.7K	0.26%	103
2025 Q2	$818K	Sell	1,317 -12	-0.9%	-$6.89K	0.27%	86
2025 Q1	$747K	Buy	1,329 +125	+10%	+$73.8K	0.29%	76
2024 Q4	$709K	Buy	1,204 +485	+67%	+$287K	0.32%	62
2024 Q3	$415K	Buy	719 +239	+50%	+$133K	0.21%	89
2024 Q2	$263K	Sell	480 -177	-27%	-$93.1K	0.16%	111
2024 Q1	$346K	Sell	657 -22	-3%	-$11K	0.25%	72
2023 Q4	$324K	Buy	+679	New	+$304K	0.3%	64

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

Florida Financial Advisors's IVV Position: Q1 2026 in Review

Florida Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q1 2026, buying an estimated $172K and bringing the position to 1,504 shares worth $983K. The position accounts for 0.24% of the portfolio, ranked #110.

Florida Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Florida Financial Advisors held 1,504 shares of iShares Core S&P 500 ETF worth $983K as of Q1 2026.
Florida Financial Advisors bought 252 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $172K.
iShares Core S&P 500 ETF made up 0.24% of Florida Financial Advisors's portfolio in Q1 2026, its #110 holding.
Florida Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.