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

Floyd Financial Group’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 		– Sell
-302
Closed -$212K – 68
2026
Q1 		$212K Buy
+302
New +$206K 0.14% 67

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Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Floyd Financial Group's IVV Position: Q2 2026 in Review

Floyd Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 302 shares — an estimated $212K sold.

Floyd Financial Group first reported a position in IVV in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Floyd Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Floyd Financial Group sold 302 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $212K.
  • Floyd Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • Floyd Financial Group's iShares Core S&P 500 ETF position peaked at $212K in Q1 2026.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.