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FourThought Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

FourThought Financial Partners’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 		$1.05M Buy
1,405
+130
+10% +$94.7K 0.08% 143
2026
Q1 		$833K Sell
1,275
-1
-0.1% -$683 0.07% 148
2025
Q4 		$874K Hold
1,276
– – 0.07% 155
2025
Q3 		$854K Buy
1,276
+215
+20% +$138K 0.08% 151
2025
Q2 		$659K Hold
1,061
– – 0.07% 165
2025
Q1 		$596K Sell
1,061
-26
-2% -$15.4K 0.06% 167
2024
Q4 		$640K Hold
1,087
– – 0.07% 165
2024
Q3 		$627K Sell
1,087
-117
-10% -$65.1K 0.07% 128
2024
Q2 		$659K Buy
1,204
+23
+2% +$12.1K 0.08% 131
2024
Q1 		$621K Sell
1,181
-42
-3% -$21K 0.07% 176
2023
Q4 		$584K Buy
1,223
+11
+0.9% +$4.92K 0.07% 179
2023
Q3 		$521K Buy
1,212
+17
+1% +$7.6K 0.07% 179
2023
Q2 		$533K Sell
1,195
-2
-0.2% -$843 0.07% 182
2023
Q1 		$492K Buy
1,197
+1
+0.1% +$401 0.07% 185
2022
Q4 		$460K Buy
+1,196
New +$462K 0.07% 199

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 22.96% 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

FourThought Financial Partners's IVV Position: Q2 2026 in Review

FourThought Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $94.7K and bringing the position to 1,405 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #143.

FourThought Financial Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • FourThought Financial Partners held 1,405 shares of iShares Core S&P 500 ETF worth $1.05M as of Q2 2026.
  • FourThought Financial Partners bought 130 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $94.7K.
  • iShares Core S&P 500 ETF made up 0.08% of FourThought Financial Partners's portfolio in Q2 2026, its #143 holding.
  • FourThought Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.