FWM
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ForthRight Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

ForthRight Wealth 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 		$293K Hold
391
– – 0.07% 69
2026
Q1 		$255K Buy
391
+5
+1% +$3.41K 0.07% 66
2025
Q4 		$264K Sell
386
-30
-7% -$20.4K 0.08% 63
2025
Q3 		$278K Buy
416
+2
+0.5% +$1.29K 0.08% 60
2025
Q2 		$257K Buy
+414
New +$238K 0.08% 60

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

ForthRight Wealth Management's IVV Position: Q2 2026 in Review

ForthRight Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 391 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #69.

ForthRight Wealth Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • ForthRight Wealth Management held 391 shares of iShares Core S&P 500 ETF worth $293K as of Q2 2026.
  • ForthRight Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.07% of ForthRight Wealth Management's portfolio in Q2 2026, its #69 holding.
  • ForthRight Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.