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

Foster & Motley’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
Q1 		$1.22M Buy
1,872
+356
+23% +$243K 0.06% 210
2025
Q4 		$1.04M Buy
1,516
+50
+3% +$34K 0.06% 223
2025
Q3 		$981K Buy
1,466
+235
+19% +$151K 0.05% 231
2025
Q2 		$765K Sell
1,231
-38
-3% -$21.8K 0.04% 245
2025
Q1 		$713K Sell
1,269
-3
-0.2% -$1.77K 0.04% 248
2024
Q4 		$749K Sell
1,272
-64
-5% -$37.9K 0.05% 242
2024
Q3 		$771K Sell
1,336
-164
-11% -$91.2K 0.05% 233
2024
Q2 		$821K Buy
1,500
+13
+0.9% +$6.84K 0.06% 221
2024
Q1 		$782K Buy
1,487
+363
+32% +$182K 0.05% 228
2023
Q4 		$537K Sell
1,124
-90
-7% -$40.3K 0.04% 257
2023
Q3 		$521K Sell
1,214
-51
-4% -$22.8K 0.04% 261
2023
Q2 		$564K Buy
1,265
+67
+6% +$28.2K 0.04% 271
2023
Q1 		$493K Sell
1,198
-137
-10% -$54.9K 0.04% 282
2022
Q4 		$513K Sell
1,335
-27
-2% -$10.4K 0.04% 274
2022
Q3 		$489K Buy
1,362
+27
+2% +$10.8K 0.05% 258
2022
Q2 		$506K Sell
1,335
-439
-25% -$181K 0.04% 257
2022
Q1 		$805K Buy
1,774
+364
+26% +$163K 0.06% 217
2021
Q4 		$673K Buy
1,410
+69
+5% +$31.8K 0.05% 228
2021
Q3 		$578K Hold
1,341
– – 0.05% 226
2021
Q2 		$577K Buy
1,341
+311
+30% +$130K 0.05% 220
2021
Q1 		$410K Buy
1,030
+214
+26% +$82.9K 0.03% 240
2020
Q4 		$306K Sell
816
-129
-14% -$45.9K 0.03% 251
2020
Q3 		$318K Sell
945
-36
-4% -$12K 0.04% 227
2020
Q2 		$304K Sell
981
-162
-14% -$47.6K 0.04% 232
2020
Q1 		$295K Sell
1,143
-111
-9% -$34K 0.04% 213
2019
Q4 		$405K Sell
1,254
-50
-4% -$15.5K 0.05% 206
2019
Q3 		$389K Hold
1,304
– – 0.05% 204
2019
Q2 		$384K Hold
1,304
– – 0.05% 200
2019
Q1 		$371K Buy
1,304
+200
+18% +$54.7K 0.05% 198
2018
Q4 		$278K Buy
+1,104
New +$300K 0.04% 211

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Foster & Motley's IVV Position: Q1 2026 in Review

Foster & Motley increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q1 2026, buying an estimated $243K and bringing the position to 1,872 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #210.

Foster & Motley first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Foster & Motley held 1,872 shares of iShares Core S&P 500 ETF worth $1.22M as of Q1 2026.
  • Foster & Motley bought 356 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $243K.
  • iShares Core S&P 500 ETF made up 0.06% of Foster & Motley's portfolio in Q1 2026, its #210 holding.
  • Foster & Motley first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.