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FORM Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

FORM Wealth Advisors’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 		$247M Buy
330,048
+32,342
+11% +$23.6M 27.18% 1
2026
Q1 		$194M Buy
297,706
+13,834
+5% +$9.45M 22.78% 1
2025
Q4 		$194M Buy
+283,872
New +$193M 22.76% 1
2025
Q2 		$182M Buy
293,424
+43,251
+17% +$24.8M 22.04% 1
2025
Q1 		$141M Buy
+250,173
New +$148M 19.1% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FORM Wealth Advisors's IVV Position: Q2 2026 in Review

FORM Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $23.6M and bringing the position to 330,048 shares worth $247M. The position accounts for 27.18% of the portfolio, ranked #1.

FORM Wealth Advisors first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • FORM Wealth Advisors held 330,048 shares of iShares Core S&P 500 ETF worth $247M as of Q2 2026.
  • FORM Wealth Advisors bought 32,342 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $23.6M.
  • iShares Core S&P 500 ETF made up 27.18% of FORM Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • FORM Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.