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Foundations Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Foundations Investment Advisors’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 		$149M Buy
228,629
+147,425
+182% +$101M 1.85% 5
2025
Q4 		$55.6M Buy
81,204
+6,946
+9% +$4.72M 0.73% 36
2025
Q3 		$49.7M Sell
74,258
-15,136
-17% -$9.75M 0.72% 35
2025
Q2 		$55.5M Sell
89,394
-173,240
-66% -$99.5M 0.88% 24
2025
Q1 		$148M Buy
262,634
+25,333
+11% +$15M 2.72% 2
2024
Q4 		$140M Buy
237,301
+11,065
+5% +$6.55M 2.7% 2
2024
Q3 		$130M Sell
226,236
-47,428
-17% -$26.4M 2.74% 3
2024
Q2 		$150M Sell
273,664
-12,040
-4% -$6.33M 3.63% 1
2024
Q1 		$150M Sell
285,704
-114,077
-29% -$57.1M 3.93% 2
2023
Q4 		$197M Buy
399,781
+95,088
+31% +$42.6M 5.28% 1
2023
Q3 		$131M Buy
304,693
+21,783
+8% +$9.74M 4.03% 3
2023
Q2 		$126M Buy
282,910
+74,775
+36% +$31.5M 4.17% 3
2023
Q1 		$85.6M Buy
208,135
+59,115
+40% +$23.7M 3.06% 8
2022
Q4 		$57.3M Buy
149,020
+19,407
+15% +$7.49M 2.28% 8
2022
Q3 		$46.5M Buy
129,613
+27,956
+28% +$11.2M 2.03% 7
2022
Q2 		$39.2M Buy
101,657
+33,477
+49% +$13.8M 1.64% 9
2022
Q1 		$30M Buy
68,180
+28,950
+74% +$12.9M 1.16% 8
2021
Q4 		$18.6M Buy
39,230
+2,418
+7% +$1.11M 0.7% 15
2021
Q3 		$16M Buy
36,812
+4,533
+14% +$2.01M 0.7% 16
2021
Q2 		$14.1M Buy
32,279
+9,658
+43% +$4.05M 0.68% 23
2021
Q1 		$9.23M Buy
22,621
+15,773
+230% +$6.11M 0.53% 25
2020
Q4 		$2.62M Buy
6,848
+4,584
+202% +$1.63M 0.17% 43
2020
Q3 		$759K Buy
2,264
+1,263
+126% +$420K 0.17% 84
2020
Q2 		$314K Buy
+1,001
New +$294K 0.03% 136
2018
Q4 		– Sell
-7,211
Closed -$2.11M – 116
2018
Q3 		$2.11M Buy
7,211
+5,673
+369% +$1.63M 0.51% 28
2018
Q2 		$420K Buy
+1,538
New +$418K 0.11% 66

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

Foundations Investment Advisors's IVV Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 182% in Q1 2026, buying an estimated $101M and bringing the position to 228,629 shares worth $149M. The position accounts for 1.85% of the portfolio, ranked #5.

Foundations Investment Advisors first reported a position in IVV in Q2 2018 and has held it in 26 quarters since. The position peaked at $197M in Q4 2023. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Foundations Investment Advisors held 228,629 shares of iShares Core S&P 500 ETF worth $149M as of Q1 2026.
  • Foundations Investment Advisors bought 147,425 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $101M.
  • iShares Core S&P 500 ETF made up 1.85% of Foundations Investment Advisors's portfolio in Q1 2026, its #5 holding.
  • Foundations Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 26 quarters since.
  • Foundations Investment Advisors's iShares Core S&P 500 ETF position peaked at $197M in Q4 2023.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.