FFS
IVV icon

Fortress Financial Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Fortress Financial Solutions’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
Q1 		$8.25M Buy
12,633
+608
+5% +$415K 8.62% 3
2025
Q4 		$8.24M Buy
12,025
+792
+7% +$538K 8.43% 3
2025
Q3 		$7.52M Buy
11,233
+2,565
+30% +$1.65M 8.19% 3
2025
Q2 		$5.38M Buy
8,668
+999
+13% +$574K 6.75% 3
2025
Q1 		$4.31M Buy
7,669
+3,000
+64% +$1.77M 6.23% 4
2024
Q4 		$2.75M Buy
+4,669
New +$2.76M 3.92% 9

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fortress Financial Solutions's IVV Position: Q1 2026 in Review

Fortress Financial Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q1 2026, buying an estimated $415K and bringing the position to 12,633 shares worth $8.25M. The position accounts for 8.62% of the portfolio, ranked #3.

Fortress Financial Solutions first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Fortress Financial Solutions held 12,633 shares of iShares Core S&P 500 ETF worth $8.25M as of Q1 2026.
  • Fortress Financial Solutions bought 608 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $415K.
  • iShares Core S&P 500 ETF made up 8.62% of Fortress Financial Solutions's portfolio in Q1 2026, its #3 holding.
  • Fortress Financial Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.