Forbes Financial Planning
IVV icon

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
Q3 		$17.3M Sell
22,635
-310
-1% -$237K 9.51% 1
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 		$9.6M 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 $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Forbes Financial Planning's IVV Position: Q3 2026 in Review

Forbes Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q3 2026, selling an estimated $237K and leaving 22,635 shares worth $17.3M. The position accounts for 9.51% of the portfolio, ranked #1.

Forbes Financial Planning first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Forbes Financial Planning held 22,635 shares of iShares Core S&P 500 ETF worth $17.3M as of Q3 2026.
  • Forbes Financial Planning sold 310 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $237K.
  • iShares Core S&P 500 ETF made up 9.51% of Forbes Financial Planning's portfolio in Q3 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 20 quarters since.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Forbes Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.