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

Foundry Financial 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 		$23.8M Buy
31,807
+1,033
+3% +$752K 10.3% 1
2026
Q1 		$20.1M Buy
30,774
+812
+3% +$554K 9.97% 1
2025
Q4 		$20.5M Buy
29,962
+629
+2% +$427K 10.27% 1
2025
Q3 		$19.6M Buy
29,333
+404
+1% +$260K 10.31% 1
2025
Q2 		$18M Buy
28,929
+2,838
+11% +$1.63M 10.22% 1
2025
Q1 		$14.7M Buy
26,091
+1,541
+6% +$910K 9.03% 1
2024
Q4 		$14.5M Buy
24,550
+1,256
+5% +$743K 8.95% 1
2024
Q3 		$13.4M Buy
23,294
+320
+1% +$178K 8.39% 1
2024
Q2 		$12.6M Buy
22,974
+7,729
+51% +$4.06M 8.66% 1
2024
Q1 		$8.01M Buy
15,245
+1,415
+10% +$708K 5.72% 7
2023
Q4 		$6.61M Buy
+13,830
New +$6.19M 5.6% 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

Foundry Financial Group's IVV Position: Q2 2026 in Review

Foundry Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2026, buying an estimated $752K and bringing the position to 31,807 shares worth $23.8M. The position accounts for 10.3% of the portfolio, ranked #1.

Foundry Financial Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Foundry Financial Group held 31,807 shares of iShares Core S&P 500 ETF worth $23.8M as of Q2 2026.
  • Foundry Financial Group bought 1,033 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $752K.
  • iShares Core S&P 500 ETF made up 10.3% of Foundry Financial Group's portfolio in Q2 2026, its #1 holding.
  • Foundry Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.