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

FMB 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	$1.59M	Hold	2,128	–	–	0.59%	29
2026 Q1	$1.39M	Buy	2,128 +25	+1%	+$17.1K	0.58%	30
2025 Q4	$1.44M	Hold	2,103	–	–	0.57%	31
2025 Q3	$1.41M	Hold	2,103	–	–	0.6%	29
2025 Q2	$1.31M	Sell	2,103 -78	-4%	-$44.8K	0.62%	29
2025 Q1	$1.23M	Buy	2,181 +78	+4%	+$46.1K	0.68%	30
2024 Q4	$1.24M	Hold	2,103	–	–	0.7%	27
2024 Q3	$1.21M	Hold	2,103	–	–	0.69%	28
2024 Q2	$1.15M	Hold	2,103	–	–	0.88%	26
2024 Q1	$1.11M	Hold	2,103	–	–	0.88%	25
2023 Q4	$1M	Hold	2,103	–	–	0.92%	23
2023 Q3	$903K	Hold	2,103	–	–	0.97%	21
2023 Q2	$937K	Hold	2,103	–	–	1%	21
2023 Q1	$865K	Buy	+2,103	New	+$843K	1.03%	21

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

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

FMB Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,128 shares worth $1.59M. The position accounts for 0.59% of the portfolio, ranked #29.

FMB Wealth Management first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

FMB Wealth Management held 2,128 shares of iShares Core S&P 500 ETF worth $1.59M as of Q2 2026.
FMB Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.59% of FMB Wealth Management's portfolio in Q2 2026, its #29 holding.
FMB Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.