FFO
IVV icon

Fortitude Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Fortitude Family Office’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 		$46.4M Buy
62,024
+6,374
+11% +$4.64M 9% 1
2026
Q1 		$36.4M Buy
55,650
+5,007
+10% +$3.42M 8.12% 1
2025
Q4 		$34.7M Buy
50,643
+1,412
+3% +$959K 8.07% 1
2025
Q3 		$33M Buy
49,231
+5,800
+13% +$3.74M 8.86% 1
2025
Q2 		$27M Sell
43,431
-13,353
-24% -$7.67M 8.85% 1
2025
Q1 		$31.9M Buy
56,784
+8,496
+18% +$5.02M 11.36% 1
2024
Q4 		$28.4M Buy
48,288
+5,144
+12% +$3.04M 10.14% 2
2024
Q3 		$24.9M Buy
43,144
+1,889
+5% +$1.05M 9.85% 3
2024
Q2 		$22.6M Buy
41,255
+6,347
+18% +$3.34M 12.8% 2
2024
Q1 		$18.4M Buy
34,908
+5,753
+20% +$2.88M 12.34% 2
2023
Q4 		$13.9M Buy
+29,155
New +$13M 10.36% 2

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
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
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

Fortitude Family Office's IVV Position: Q2 2026 in Review

Fortitude Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $4.64M and bringing the position to 62,024 shares worth $46.4M. The position accounts for 9% of the portfolio, ranked #1.

Fortitude Family Office first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fortitude Family Office held 62,024 shares of iShares Core S&P 500 ETF worth $46.4M as of Q2 2026.
  • Fortitude Family Office bought 6,374 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.64M.
  • iShares Core S&P 500 ETF made up 9% of Fortitude Family Office's portfolio in Q2 2026, its #1 holding.
  • Fortitude Family Office first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.