FFP
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Forbes Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Forbes Financial Planning’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 		$17.2M Sell
22,945
-226
-1% -$165K 9.22% 1
2026
Q1 		$15.1M Buy
23,171
+435
+2% +$297K 8.74% 3
2025
Q4 		$15.6M Buy
22,736
+919
+4% +$624K 9.11% 2
2025
Q3 		$14.7M Buy
21,817
+409
+2% +$263K 9.72% 2
2025
Q2 		$13.3M Buy
21,408
+7,481
+54% +$4.3M 8.98% 2
2025
Q1 		$7.83M Sell
13,927
-137
-1% -$80.9K 5.8% 7
2024
Q4 		$8.28M Sell
14,064
-6,329
-31% -$3.75M 4.01% 7
2024
Q3 		$11.8M Buy
20,393
+55
+0.3% +$30.6K 8.48% 1
2024
Q2 		$11.1M Sell
20,338
-384
-2% -$202K 8.74% 1
2024
Q1 		$10.9M Sell
20,722
-578
-3% -$289K 9.37% 1
2023
Q4 		$10.2M Sell
21,300
-159
-0.7% -$71.2K 9.47% 1
2023
Q3 		$9.21M Sell
21,459
-71
-0.3% -$31.8K 9.87% 1
2023
Q2 		$9.59M Sell
21,530
-76
-0.4% -$32K 9.26% 1
2023
Q1 		$8.88M Buy
21,606
+634
+3% +$254K 8.74% 1
2022
Q4 		$7.52M Hold
20,972
– – 10.94% 1
2022
Q3 		$7.52M Buy
20,972
+837
+4% +$334K 10.94% 1
2022
Q2 		$7.64M Sell
20,135
-67
-0.3% -$27.6K 10.96% 1
2022
Q1 		$9.16M Buy
20,202
+358
+2% +$160K 11.41% 1
2021
Q4 		$9.43M Buy
+19,844
New +$9.15M 9.29% 1

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Forbes Financial Planning's IVV Position: Q2 2026 in Review

Forbes Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q2 2026, selling an estimated $165K and leaving 22,945 shares worth $17.2M. The position accounts for 9.22% of the portfolio, ranked #1.

Forbes Financial Planning first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Forbes Financial Planning held 22,945 shares of iShares Core S&P 500 ETF worth $17.2M as of Q2 2026.
  • Forbes Financial Planning sold 226 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $165K.
  • iShares Core S&P 500 ETF made up 9.22% of Forbes Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Forbes Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.