Foster Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Foster 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 Q3	$94.6M	Buy	123,479 +3,077	+3%	+$2.35M	2.57%	11
2026 Q2	$90.2M	Buy	120,402 +6,279	+6%	+$4.57M	2.4%	13
2026 Q1	$74.5M	Buy	114,123 +21,367	+23%	+$14.6M	2.22%	14
2025 Q4	$63.5M	Buy	92,756 +6,623	+8%	+$4.5M	1.92%	17
2025 Q3	$57.6M	Buy	86,133 +3,372	+4%	+$2.17M	1.81%	18
2025 Q2	$51.4M	Buy	82,761 +3,658	+5%	+$2.1M	1.76%	17
2025 Q1	$44.4M	Buy	79,103 +4,456	+6%	+$2.63M	1.66%	18
2024 Q4	$43.9M	Buy	74,647 +4,709	+7%	+$2.79M	1.68%	18
2024 Q3	$40.3M	Buy	69,938 +2,926	+4%	+$1.63M	1.51%	20
2024 Q2	$36.7M	Buy	67,012 +3,306	+5%	+$1.74M	1.44%	23
2024 Q1	$33.5M	Buy	63,706 +4,011	+7%	+$2.01M	1.66%	18
2023 Q4	$25.6M	Hold	59,695	–	–	1.57%	15
2023 Q3	$25.6M	Buy	59,695 +1,985	+3%	+$888K	1.57%	15
2023 Q2	$25.7M	Buy	57,710 +141	+0.2%	+$59.4K	1.54%	16
2023 Q1	$23.7M	Buy	57,569 +2,919	+5%	+$1.17M	1.5%	16
2022 Q4	$21M	Buy	54,650 +2,442	+5%	+$942K	1.57%	15
2022 Q3	$18.7M	Buy	52,208 +989	+2%	+$395K	1.54%	15
2022 Q2	$19.4M	Buy	51,219 +1,611	+3%	+$663K	1.38%	16
2022 Q1	$22.5M	Buy	49,608 +3,013	+6%	+$1.35M	1.85%	12
2021 Q4	$22.2M	Buy	46,595 +2,620	+6%	+$1.21M	1.93%	12
2021 Q3	$18.9M	Buy	43,975 +1,345	+3%	+$596K	1.85%	11
2021 Q2	$18.3M	Buy	42,630 +2,849	+7%	+$1.19M	2.11%	9
2021 Q1	$15.8M	Buy	39,781 +6,565	+20%	+$2.54M	2.44%	7
2020 Q4	$12.4M	Buy	+33,216	New	+$11.8M	2.3%	7

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Foster Group's IVV Position: Q3 2026 in Review

Foster Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q3 2026, buying an estimated $2.35M and bringing the position to 123,479 shares worth $94.6M. The position accounts for 2.57% of the portfolio, ranked #11.

Foster Group first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 2,770 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Foster Group held 123,479 shares of iShares Core S&P 500 ETF worth $94.6M as of Q3 2026.
Foster Group bought 3,077 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.35M.
iShares Core S&P 500 ETF made up 2.57% of Foster Group's portfolio in Q3 2026, its #11 holding.
Foster Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
2,770 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.