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Forthright Family Wealth Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Forthright Family Wealth Advisory’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
2025
Q4 		– Sell
-4,890
Closed -$3.27M – 52
2025
Q3 		$3.27M Buy
4,890
+4,308
+740% +$2.77M 2.01% 16
2025
Q2 		$361K Buy
+582
New +$334K 0.23% 40

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Forthright Family Wealth Advisory's IVV Position: Q4 2025 in Review

Forthright Family Wealth Advisory sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 4,890 shares — an estimated $3.27M sold.

Forthright Family Wealth Advisory first reported a position in IVV in Q2 2025 and held it in 2 quarters. The position peaked at $3.27M in Q3 2025. 4,010 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Forthright Family Wealth Advisory reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 4,890 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $3.27M.
  • Forthright Family Wealth Advisory first reported a position in iShares Core S&P 500 ETF in Q2 2025 and held it in 2 quarters.
  • Forthright Family Wealth Advisory's iShares Core S&P 500 ETF position peaked at $3.27M in Q3 2025.
  • 4,010 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Forthright Family Wealth Advisory's 13F filing for Q4 2025, filed 23 Feb 2026.