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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
Q2 		$1.05M Sell
1,403
-101
-7% -$73.5K 0.18% 132
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Florida Financial Advisors's IVV Position: Q2 2026 in Review

Florida Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 6.7% in Q2 2026, selling an estimated $73.5K and leaving 1,403 shares worth $1.05M. The position accounts for 0.18% of the portfolio, ranked #132.

Florida Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Florida Financial Advisors held 1,403 shares of iShares Core S&P 500 ETF worth $1.05M as of Q2 2026.
  • Florida Financial Advisors sold 101 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $73.5K.
  • iShares Core S&P 500 ETF made up 0.18% of Florida Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • Florida Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.