Forza Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Forza Wealth 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	$4.66M	Sell	6,224 -374	-6%	-$272K	1.43%	18
2026 Q1	$4.31M	Buy	6,598 +417	+7%	+$285K	1.5%	17
2025 Q4	$4.23M	Sell	6,181 -276	-4%	-$187K	1.53%	18
2025 Q3	$4.32M	Buy	6,457 +1,438	+29%	+$926K	1.66%	16
2025 Q2	$3.12M	Buy	5,019 +2,265	+82%	+$1.3M	1.28%	21
2025 Q1	$1.55M	Sell	2,754 -50	-2%	-$29.5K	0.7%	42
2024 Q4	$1.65M	Sell	2,804 -432	-13%	-$256K	0.75%	36
2024 Q3	$1.87M	Buy	3,236 +246	+8%	+$137K	0.85%	35
2024 Q2	$1.64M	Hold	2,990	–	–	0.84%	36
2024 Q1	$1.57M	Sell	2,990 -140	-4%	-$70.1K	0.82%	36
2023 Q4	$1.49M	Sell	3,130 -380	-11%	-$170K	0.82%	37
2023 Q3	$1.51M	Hold	3,510	–	–	0.78%	36
2023 Q2	$1.56M	Sell	3,510 -10	-0.3%	-$4.21K	0.79%	34
2023 Q1	$1.45M	Hold	3,520	–	–	0.75%	36
2022 Q4	$1.35M	Buy	+3,520	New	+$1.36M	0.9%	33

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

Forza Wealth Management's IVV Position: Q2 2026 in Review

Forza Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 5.7% in Q2 2026, selling an estimated $272K and leaving 6,224 shares worth $4.66M. The position accounts for 1.43% of the portfolio, ranked #18.

Forza Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Forza Wealth Management held 6,224 shares of iShares Core S&P 500 ETF worth $4.66M as of Q2 2026.
Forza Wealth Management sold 374 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $272K.
iShares Core S&P 500 ETF made up 1.43% of Forza Wealth Management's portfolio in Q2 2026, its #18 holding.
Forza Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.