FFM
IVV icon

Forum Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Forum Financial 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 		$6.37M Sell
8,501
-45
-0.5% -$32.8K 0.08% 42
2026
Q1 		$5.58M Sell
8,546
-821
-9% -$561K 0.08% 45
2025
Q4 		$6.42M Buy
9,367
+319
+4% +$217K 0.08% 54
2025
Q3 		$6.06M Sell
9,048
-143
-2% -$92.1K 0.08% 53
2025
Q2 		$5.71M Sell
9,191
-1,286
-12% -$738K 0.09% 48
2025
Q1 		$5.89M Buy
10,477
+1,962
+23% +$1.16M 0.1% 45
2024
Q4 		$5.01M Buy
8,515
+162
+2% +$95.9K 0.08% 51
2024
Q3 		$4.82M Buy
8,353
+259
+3% +$144K 0.08% 49
2024
Q2 		$4.43M Sell
8,094
-343
-4% -$180K 0.08% 50
2024
Q1 		$4.44M Buy
8,437
+234
+3% +$117K 0.08% 57
2023
Q4 		$3.92M Buy
8,203
+83
+1% +$37.1K 0.07% 53
2023
Q3 		$3.49M Sell
8,120
-337
-4% -$151K 0.08% 53
2023
Q2 		$3.77M Sell
8,457
-259
-3% -$109K 0.08% 48
2023
Q1 		$3.58M Sell
8,716
-703
-7% -$282K 0.1% 47
2022
Q4 		$3.62M Sell
9,419
-708
-7% -$273K 0.12% 44
2022
Q3 		$3.63M Sell
10,127
-28
-0.3% -$11.2K 0.18% 39
2022
Q2 		$3.85M Buy
10,155
+1,151
+13% +$473K 0.19% 33
2022
Q1 		$4.08M Sell
9,004
-168
-2% -$75.1K 0.2% 32
2021
Q4 		$4.38M Buy
+9,172
New +$4.23M 0.23% 26

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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

Forum Financial Management's IVV Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.53% in Q2 2026, selling an estimated $32.8K and leaving 8,501 shares worth $6.37M. The position accounts for 0.08% of the portfolio, ranked #42.

Forum Financial Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.42M in Q4 2025. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Forum Financial Management held 8,501 shares of iShares Core S&P 500 ETF worth $6.37M as of Q2 2026.
  • Forum Financial Management sold 45 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $32.8K.
  • iShares Core S&P 500 ETF made up 0.08% of Forum Financial Management's portfolio in Q2 2026, its #42 holding.
  • Forum Financial Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's iShares Core S&P 500 ETF position peaked at $6.42M in Q4 2025.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.