Forefront Analytics’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.33M | Sell |
4,450
-24
| -0.5% | -$17.5K | 3.62% | 11 |
|
|
2026
Q1 | $2.92M | Sell |
4,474
-233
| -5% | -$159K | 2.66% | 10 |
|
|
2025
Q4 | $3.22M | Buy |
4,707
+661
| +16% | +$449K | 2.85% | 10 |
|
|
2025
Q3 | $2.71M | Sell |
4,046
-373
| -8% | -$240K | 2.61% | 12 |
|
|
2025
Q2 | $2.74M | Sell |
4,419
-162
| -4% | -$93K | 3.07% | 11 |
|
|
2025
Q1 | $2.57M | Sell |
4,581
-30
| -0.7% | -$17.7K | 2.96% | 9 |
|
|
2024
Q4 | $2.71M | Sell |
4,611
-298
| -6% | -$176K | 1.26% | 25 |
|
|
2024
Q3 | $2.83M | Buy |
4,909
+62
| +1% | +$34.5K | 1.34% | 20 |
|
|
2024
Q2 | $2.65M | Sell |
4,847
-330
| -6% | -$174K | 1.27% | 21 |
|
|
2024
Q1 | $2.72M | Sell |
5,177
-364
| -7% | -$182K | 1.32% | 21 |
|
|
2023
Q4 | $2.65M | Sell |
5,541
-79
| -1% | -$35.4K | 1.31% | 21 |
|
|
2023
Q3 | $2.41M | Sell |
5,620
-793
| -12% | -$355K | 1.37% | 20 |
|
|
2023
Q2 | $2.86M | Sell |
6,413
-3,334
| -34% | -$1.41M | 1.63% | 16 |
|
|
2023
Q1 | $4.01M | Sell |
9,747
-1,908
| -16% | -$765K | 2.07% | 15 |
|
|
2022
Q4 | $4.48M | Sell |
11,655
-4,775
| -29% | -$1.84M | 2.39% | 14 |
|
|
2022
Q3 | $5.9M | Sell |
16,430
-412
| -2% | -$165K | 3.14% | 14 |
|
|
2022
Q2 | $6.38M | Sell |
16,842
-2,243
| -12% | -$923K | 3.09% | 15 |
|
|
2022
Q1 | $8.66M | Buy |
19,085
+582
| +3% | +$260K | 3.21% | 14 |
|
|
2021
Q4 | $8.83M | Sell |
18,503
-9,866
| -35% | -$4.55M | 2.95% | 15 |
|
|
2021
Q3 | $12.2M | Sell |
28,369
-119
| -0.4% | -$52.7K | 4.46% | 9 |
|
|
2021
Q2 | $12.2M | Sell |
28,488
-147
| -0.5% | -$61.6K | 4.86% | 8 |
|
|
2021
Q1 | $11.4M | Sell |
28,635
-392
| -1% | -$152K | 4.86% | 7 |
|
|
2020
Q4 | $10.9M | Buy |
29,027
+719
| +3% | +$256K | 4.73% | 8 |
|
|
2020
Q3 | $9.51M | Buy |
28,308
+7,468
| +36% | +$2.49M | 4.44% | 11 |
|
|
2020
Q2 | $6.46M | Buy |
20,840
+5,686
| +38% | +$1.67M | 3.96% | 11 |
|
|
2020
Q1 | $3.92M | Sell |
15,154
-19,712
| -57% | -$6.04M | 3.13% | 15 |
|
|
2019
Q4 | $11.3M | Buy |
34,866
+3,697
| +12% | +$1.14M | 4.38% | 10 |
|
|
2019
Q3 | $9.3M | Buy |
31,169
+1,503
| +5% | +$447K | 3.83% | 11 |
|
|
2019
Q2 | $8.75M | Buy |
29,666
+6,623
| +29% | +$1.92M | 3.72% | 14 |
|
|
2019
Q1 | $6.56M | Sell |
23,043
-18,354
| -44% | -$5.02M | 4.18% | 11 |
|
|
2018
Q4 | $10.4M | Sell |
41,397
-2,163
| -5% | -$587K | 5.77% | 2 |
|
|
2018
Q3 | $12.8M | Buy |
43,560
+1,921
| +5% | +$551K | 5.79% | 2 |
|
|
2018
Q2 | $11.4M | Buy |
41,639
+10,515
| +34% | +$2.86M | 5.29% | 5 |
|
|
2018
Q1 | $8.26M | Buy |
31,124
+1,128
| +4% | +$310K | 4.63% | 7 |
|
|
2017
Q4 | $8.06M | Buy |
+29,996
| New | +$7.86M | 4.8% | 4 |
|
Other funds holding IVV
CM
Forefront Analytics's IVV Position: Q2 2026 in Review
Forefront Analytics reduced its iShares Core S&P 500 ETF (IVV) stake by 0.54% in Q2 2026, selling an estimated $17.5K and leaving 4,450 shares worth $3.33M. The position accounts for 3.62% of the portfolio, ranked #11.
Forefront Analytics first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.8M in Q3 2018. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Forefront Analytics held 4,450 shares of iShares Core S&P 500 ETF worth $3.33M as of Q2 2026.
- Forefront Analytics sold 24 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $17.5K.
- iShares Core S&P 500 ETF made up 3.62% of Forefront Analytics's portfolio in Q2 2026, its #11 holding.
- Forefront Analytics first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- Forefront Analytics's iShares Core S&P 500 ETF position peaked at $12.8M in Q3 2018.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Forefront Analytics's 13F filing for Q2 2026, filed 13 Aug 2026.