FFA
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Fortune Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Fortune Financial 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 		$511K Hold
682
– – 0.22% 102
2026
Q1 		$445K Hold
682
– – 0.23% 93
2025
Q4 		$467K Buy
682
+1
+0.1% +$679 0.31% 65
2025
Q3 		$456K Hold
681
– – 0.34% 65
2025
Q2 		$423K Sell
681
-19
-3% -$10.9K 0.34% 69
2025
Q1 		$393K Buy
700
+84
+14% +$49.6K 0.34% 67
2024
Q4 		$363K Hold
616
– – 0.33% 69
2024
Q3 		$355K Hold
616
– – 0.32% 68
2024
Q2 		$337K Sell
616
-376
-38% -$198K 0.21% 101
2024
Q1 		$522K Buy
992
+376
+61% +$188K 0.33% 80
2023
Q4 		$294K Buy
+616
New +$276K 0.21% 101

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Fortune Financial Advisors's IVV Position: Q2 2026 in Review

Fortune Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 682 shares worth $511K. The position accounts for 0.22% of the portfolio, ranked #102.

Fortune Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $522K in Q1 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fortune Financial Advisors held 682 shares of iShares Core S&P 500 ETF worth $511K as of Q2 2026.
  • Fortune Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.22% of Fortune Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • Fortune Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Fortune Financial Advisors's iShares Core S&P 500 ETF position peaked at $522K in Q1 2024.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.