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Founders Financial Alliance’s iShares Core S&P 500 ETF IVV Stock Holding History

Founders Financial Alliance’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 		$29.7M Buy
39,635
+26,225
+196% +$19.1M 3.93% 2
2026
Q1 		$8.76M Sell
13,410
-334
-2% -$228K 1.58% 7
2025
Q4 		$9.41M Sell
13,744
-606
-4% -$412K 1.78% 6
2025
Q3 		$9.6M Buy
14,350
+3,199
+29% +$2.06M 1.81% 5
2025
Q2 		$6.92M Buy
11,151
+139
+1% +$79.8K 1.57% 8
2025
Q1 		$6.19M Buy
11,012
+6,783
+160% +$4.01M 1.5% 10
2024
Q4 		$2.49M Buy
4,229
+373
+10% +$221K 0.68% 32
2024
Q3 		$2.22M Buy
3,856
+61
+2% +$33.9K 0.62% 32
2024
Q2 		$2.08M Buy
3,795
+163
+4% +$85.7K 0.62% 34
2024
Q1 		$1.91M Buy
3,632
+949
+35% +$475K 0.57% 38
2023
Q4 		$1.28M Sell
2,683
-54
-2% -$24.2K 0.5% 41
2023
Q3 		$1.18M Sell
2,737
-1,145
-29% -$512K 0.51% 40
2023
Q2 		$1.73M Buy
3,882
+1,677
+76% +$707K 0.68% 32
2023
Q1 		$902K Sell
2,205
-1,045
-32% -$419K 0.45% 60
2022
Q4 		$1.25M Sell
3,250
-1,012
-24% -$391K 0.57% 46
2022
Q3 		$1.53M Sell
4,262
-2,282
-35% -$911K 0.78% 29
2022
Q2 		$2.48M Buy
6,544
+2,319
+55% +$954K 1.26% 11
2022
Q1 		$1.92M Sell
4,225
-43
-1% -$19.2K 0.85% 25
2021
Q4 		$2.04M Buy
4,268
+19
+0.4% +$8.76K 0.82% 24
2021
Q3 		$1.83M Sell
4,249
-109
-3% -$48.3K 0.86% 22
2021
Q2 		$1.88M Sell
4,358
-1,874
-30% -$785K 0.85% 21
2021
Q1 		$2.6M Sell
6,232
-382
-6% -$148K 1.28% 13
2020
Q4 		$2.48M Sell
6,614
-13
-0.2% -$4.63K 1.4% 11
2020
Q3 		$2.29M Buy
+6,627
New +$2.21M 1.37% 10

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Founders Financial Alliance's IVV Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Core S&P 500 ETF (IVV) stake by 196% in Q2 2026, buying an estimated $19.1M and bringing the position to 39,635 shares worth $29.7M. The position accounts for 3.93% of the portfolio, ranked #2.

Founders Financial Alliance first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Founders Financial Alliance held 39,635 shares of iShares Core S&P 500 ETF worth $29.7M as of Q2 2026.
  • Founders Financial Alliance bought 26,225 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $19.1M.
  • iShares Core S&P 500 ETF made up 3.93% of Founders Financial Alliance's portfolio in Q2 2026, its #2 holding.
  • Founders Financial Alliance first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.