Forum Private Client Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Forum Private Client Group’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	$13.1M	Buy	17,546 +381	+2%	+$277K	3.91%	9
2026 Q1	$11.2M	Buy	17,165 +77	+0.5%	+$52.6K	3.74%	9
2025 Q4	$11.7M	Buy	17,088 +105	+0.6%	+$71.3K	3.99%	9
2025 Q3	$11.4M	Buy	16,983 +180	+1%	+$116K	4.05%	8
2025 Q2	$10.4M	Buy	16,803 +938	+6%	+$539K	4.02%	8
2025 Q1	$8.91M	Buy	15,865 +460	+3%	+$272K	3.87%	8
2024 Q4	$9.07M	Buy	15,405 +84	+0.5%	+$49.7K	4.04%	8
2024 Q3	$8.84M	Buy	15,321 +16	+0.1%	+$8.9K	3.93%	9
2024 Q2	$8.38M	Buy	15,305 +481	+3%	+$253K	3.98%	9
2024 Q1	$7.79M	Buy	14,824 +1,108	+8%	+$554K	3.77%	9
2023 Q4	$6.55M	Buy	+13,716	New	+$6.14M	3.42%	9
2023 Q3	–	Sell	-8,665	Closed	-$3.86M	–	32
2023 Q2	$3.86M	Buy	8,665 +602	+7%	+$254K	2.21%	16
2023 Q1	$3.31M	Buy	8,063 +896	+13%	+$359K	2.09%	17
2022 Q4	$2.75M	Buy	7,167 +1,472	+26%	+$568K	1.9%	18
2022 Q3	$2.04M	Buy	5,695 +1,582	+38%	+$632K	1.53%	22
2022 Q2	$1.56M	Buy	4,113 +1,135	+38%	+$467K	1.13%	25
2022 Q1	$1.35M	Buy	+2,978	New	+$1.33M	1.05%	25

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Forum Private Client Group's IVV Position: Q2 2026 in Review

Forum Private Client Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, buying an estimated $277K and bringing the position to 17,546 shares worth $13.1M. The position accounts for 3.91% of the portfolio, ranked #9.

Forum Private Client Group first reported a position in IVV in Q1 2022 and has held it in 17 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Forum Private Client Group held 17,546 shares of iShares Core S&P 500 ETF worth $13.1M as of Q2 2026.
Forum Private Client Group bought 381 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $277K.
iShares Core S&P 500 ETF made up 3.91% of Forum Private Client Group's portfolio in Q2 2026, its #9 holding.
Forum Private Client Group first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.