FG
IVV icon

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
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

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

Foster Group's IVV Position: Q2 2026 in Review

Foster Group increased its iShares Core S&P 500 ETF (IVV) stake by 5.5% in Q2 2026, buying an estimated $4.57M and bringing the position to 120,402 shares worth $90.2M. The position accounts for 2.4% of the portfolio, ranked #13.

Foster Group first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Foster Group held 120,402 shares of iShares Core S&P 500 ETF worth $90.2M as of Q2 2026.
  • Foster Group bought 6,279 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.57M.
  • iShares Core S&P 500 ETF made up 2.4% of Foster Group's portfolio in Q2 2026, its #13 holding.
  • Foster Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.