Formidable Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Formidable Asset Management’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	$2.33M	Sell	3,566 -30	-0.8%	-$21.8K	0.37%	49
2026 Q1	$2.46M	Buy	3,596 +61	+2%	+$41.7K	0.38%	47
2025 Q4	$2.37M	Buy	3,535 +177	+5%	+$120K	0.34%	49
2025 Q3	$2.08M	Buy	3,358 +45	+1%	+$29K	0.33%	56
2025 Q2	$1.86M	Hold	3,313	–	–	0.31%	64
2025 Q1	$1.86M	Sell	3,313 -50	-1%	-$29.5K	0.31%	64
2024 Q4	$1.98M	Buy	3,363 +20	+0.6%	+$11.8K	0.33%	61
2024 Q3	$1.93M	Sell	3,343 -177	-5%	-$98.4K	0.31%	67
2024 Q2	$1.93M	Sell	3,520 -19	-0.5%	-$9.99K	0.31%	62
2024 Q1	$1.86M	Sell	3,539 -43	-1%	-$21.5K	0.3%	69
2023 Q4	$1.71M	Sell	3,582 -11	-0.3%	-$4.92K	0.36%	54
2023 Q3	$1.54M	Sell	3,593 -217	-6%	-$97.1K	0.34%	55
2023 Q2	$1.7M	Buy	3,810 +180	+5%	+$75.9K	0.37%	49
2023 Q1	$1.49M	Hold	3,630	–	–	0.32%	55
2022 Q4	$1.4M	Hold	3,630	–	–	0.32%	56
2022 Q3	$1.4M	Sell	3,630 -250	-6%	-$99.8K	0.32%	56
2022 Q2	$1.51M	Hold	3,880	–	–	0.34%	53
2022 Q1	$1.76M	Buy	3,880 +45	+1%	+$20.1K	0.34%	61
2021 Q4	$1.83M	Sell	3,835 -54	-1%	-$24.9K	0.35%	52
2021 Q3	$1.68M	Buy	3,889 +1,065	+38%	+$472K	0.31%	60
2021 Q2	$1.22M	Sell	2,824 -2,309	-45%	-$967K	0.26%	77
2021 Q1	$2.05M	Buy	5,133 +815	+19%	+$316K	0.45%	46
2020 Q4	$1.61M	Buy	4,318 +3	+0.1%	+$1.07K	0.37%	57
2020 Q3	$1.45M	Sell	4,315 -163	-4%	-$54.2K	0.42%	50
2020 Q2	$1.41M	Buy	+4,478	New	+$1.31M	0.42%	54
2020 Q1	–	Sell	-2,045	Closed	-$680K	–	248
2019 Q4	$680K	Buy	+2,045	New	+$633K	0.21%	97
2019 Q3	–	Sell	-2,219	Closed	-$663K	–	180
2019 Q2	$663K	Sell	2,219 -50,308	-96%	-$14.6M	0.23%	96
2019 Q1	$77K	Buy	+52,527	New	+$14.4M	0.03%	173
2017 Q4	–	Sell	-2,448	Closed	-$619K	–	154
2017 Q3	$619K	Buy	2,448 +1,403	+134%	+$348K	0.26%	92
2017 Q2	$254K	Buy	1,045 +235	+29%	+$56.7K	0.13%	137
2017 Q1	$195K	Buy	+810	New	+$189K	0.09%	180

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

Formidable Asset Management's IVV Position: Q2 2026 in Review

Formidable Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.83% in Q2 2026, selling an estimated $21.8K and leaving 3,566 shares worth $2.33M. The position accounts for 0.37% of the portfolio, ranked #49.

Formidable Asset Management first reported a position in IVV in Q1 2017 and has held it in 31 quarters since. The position peaked at $2.46M in Q1 2026. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Formidable Asset Management held 3,566 shares of iShares Core S&P 500 ETF worth $2.33M as of Q2 2026.
Formidable Asset Management sold 30 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $21.8K.
iShares Core S&P 500 ETF made up 0.37% of Formidable Asset Management's portfolio in Q2 2026, its #49 holding.
Formidable Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 31 quarters since.
Formidable Asset Management's iShares Core S&P 500 ETF position peaked at $2.46M in Q1 2026.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.