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

Focus Financial Network’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	$92.5M	Buy	123,492 +10,531	+9%	+$7.67M	2.86%	5
2026 Q1	$73.8M	Buy	112,961 +6,618	+6%	+$4.52M	2.65%	5
2025 Q4	$72.8M	Buy	106,343 +559	+0.5%	+$380K	2.54%	5
2025 Q3	$70.8M	Sell	105,784 -1,844	-2%	-$1.19M	2.52%	6
2025 Q2	$66.8M	Sell	107,628 -82,147	-43%	-$47.2M	2.64%	7
2025 Q1	$107M	Buy	189,775 +1,279	+0.7%	+$755K	4.36%	3
2024 Q4	$111M	Sell	188,496 -7,062	-4%	-$4.18M	4.41%	3
2024 Q3	$113M	Buy	195,558 +468	+0.2%	+$260K	4.61%	3
2024 Q2	$109M	Buy	195,090 +9,856	+5%	+$5.18M	4.67%	3
2024 Q1	$93M	Sell	185,234 -40,547	-18%	-$20.3M	4.53%	3
2023 Q4	$108M	Buy	225,781 +77,495	+52%	+$34.7M	4.05%	3
2023 Q3	$64M	Buy	148,286 +25,393	+21%	+$11.4M	3.61%	4
2023 Q2	$54.8M	Buy	122,893 +5,498	+5%	+$2.32M	3.04%	6
2023 Q1	$48.3M	Buy	117,395 +44,143	+60%	+$17.7M	3%	5
2022 Q4	$28.1M	Buy	73,252 +3,897	+6%	+$1.5M	2.29%	7
2022 Q3	$24.9M	Buy	69,355 +1,179	+2%	+$471K	2.15%	8
2022 Q2	$25.8M	Buy	68,176 +1,247	+2%	+$513K	2.14%	8
2022 Q1	$30.4M	Buy	66,929 +37,691	+129%	+$16.9M	2.12%	8
2021 Q4	$13.9M	Buy	29,238 +2,422	+9%	+$1.12M	2.04%	9
2021 Q3	$11.6M	Buy	26,816 +4,530	+20%	+$2.01M	1.54%	12
2021 Q2	$9.58M	Sell	22,286 -186	-0.8%	-$77.9K	1.27%	13
2021 Q1	$8.94M	Sell	22,472 -35,616	-61%	-$13.8M	1.05%	14
2020 Q4	$21.8M	Buy	58,088 +4,429	+8%	+$1.58M	1.93%	8
2020 Q3	$18M	Buy	53,659 +2,485	+5%	+$827K	1.68%	10
2020 Q2	$15.8M	Buy	51,174 +4,864	+11%	+$1.43M	1.76%	10
2020 Q1	$12M	Buy	46,310 +7,145	+18%	+$2.19M	1.61%	11
2019 Q4	$12.7M	Buy	39,165 +6,624	+20%	+$2.05M	1.55%	12
2019 Q3	$9.71M	Buy	32,541 +4,453	+16%	+$1.32M	1.35%	15
2019 Q2	$8.28M	Buy	28,088 +5,516	+24%	+$1.6M	1.23%	16
2019 Q1	$6.42M	Buy	+22,572	New	+$6.17M	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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Focus Financial Network's IVV Position: Q2 2026 in Review

Focus Financial Network increased its iShares Core S&P 500 ETF (IVV) stake by 9.3% in Q2 2026, buying an estimated $7.67M and bringing the position to 123,492 shares worth $92.5M. The position accounts for 2.86% of the portfolio, ranked #5.

Focus Financial Network first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. The position peaked at $113M in Q3 2024. 1,875 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Focus Financial Network held 123,492 shares of iShares Core S&P 500 ETF worth $92.5M as of Q2 2026.
Focus Financial Network bought 10,531 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.67M.
iShares Core S&P 500 ETF made up 2.86% of Focus Financial Network's portfolio in Q2 2026, its #5 holding.
Focus Financial Network first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's iShares Core S&P 500 ETF position peaked at $113M in Q3 2024.
1,875 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.