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Fortis Group Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Fortis Group 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 		$3.89M Sell
5,192
-12
-0.2% -$8.74K 0.62% 46
2026
Q1 		$3.75M Sell
5,204
-2,137
-29% -$1.46M 0.62% 38
2025
Q4 		$5.1M Sell
7,341
-288
-4% -$196K 0.86% 21
2025
Q3 		$5.23M Sell
7,629
-70
-0.9% -$45.1K 0.9% 24
2025
Q2 		$4.89M Sell
7,699
-242
-3% -$139K 0.89% 29
2025
Q1 		$4.46M Sell
7,941
-194
-2% -$115K 0.87% 39
2024
Q4 		$4.79M Buy
8,135
+3,185
+64% +$1.89M 0.89% 36
2024
Q3 		$2.86M Buy
4,950
+96
+2% +$53.4K 0.53% 51
2024
Q2 		$2.66M Sell
4,854
-157
-3% -$82.6K 0.53% 50
2024
Q1 		$2.63M Sell
5,011
-188
-4% -$94.1K 0.49% 51
2023
Q4 		$2.15M Buy
5,199
+107
+2% +$47.9K 0.53% 28
2023
Q3 		$2.1M Buy
5,092
+168
+3% +$75.1K 0.64% 26
2023
Q2 		$2.19M Sell
4,924
-47
-0.9% -$19.8K 0.58% 36
2023
Q1 		$2.08M Buy
+4,971
New +$1.99M 0.63% 31
2020
Q3 		$2.13M Buy
+6,354
New +$2.11M 0.41% 32

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

Fortis Group Advisors's IVV Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.23% in Q2 2026, selling an estimated $8.74K and leaving 5,192 shares worth $3.89M. The position accounts for 0.62% of the portfolio, ranked #46.

Fortis Group Advisors first reported a position in IVV in Q3 2020 and has held it in 15 quarters since. The position peaked at $5.23M in Q3 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fortis Group Advisors held 5,192 shares of iShares Core S&P 500 ETF worth $3.89M as of Q2 2026.
  • Fortis Group Advisors sold 12 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.74K.
  • iShares Core S&P 500 ETF made up 0.62% of Fortis Group Advisors's portfolio in Q2 2026, its #46 holding.
  • Fortis Group Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's iShares Core S&P 500 ETF position peaked at $5.23M in Q3 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.