Franklin, Parlapiano, Turner & Welch’s iShares Core S&P 500 ETF IVV Stock Holding History

Franklin, Parlapiano, Turner & Welch’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	$5.42M	Sell	7,239 -125	-2%	-$91K	1.23%	25
2026 Q1	$5.24M	Hold	7,364	–	–	1.25%	26
2025 Q4	$5.12M	Sell	7,364 -745	-9%	-$506K	1.27%	25
2025 Q3	$5.43M	Hold	8,109	–	–	1.37%	25
2025 Q2	$5.04M	Hold	8,109	–	–	1.31%	25
2025 Q1	$4.56M	Sell	8,109 -35	-0.4%	-$20.7K	1.23%	25
2024 Q4	$4.79M	Buy	8,144 +57	+0.7%	+$33.7K	1.3%	25
2024 Q3	$4.66M	Hold	8,087	–	–	1.21%	25
2024 Q2	$4.43M	Sell	8,087 -261	-3%	-$137K	1.23%	26
2024 Q1	$4.39M	Hold	8,348	–	–	1.21%	26
2023 Q4	$3.99M	Hold	8,348	–	–	1.14%	26
2023 Q3	$3.58M	Hold	8,348	–	–	1.11%	26
2023 Q2	$3.72M	Hold	8,348	–	–	1.1%	25
2023 Q1	$3.43M	Sell	8,348 -116	-1%	-$46.5K	1.09%	25
2022 Q4	$3.25M	Buy	8,464 +683	+9%	+$264K	1.07%	25
2022 Q3	$2.79M	Sell	7,781 -104	-1%	-$41.5K	0.99%	26
2022 Q2	$2.99M	Sell	7,885 -123	-2%	-$50.6K	1.01%	25
2022 Q1	$3.63M	Hold	8,008	–	–	1.08%	25
2021 Q4	$3.82M	Buy	8,008 +123	+2%	+$56.7K	1.1%	26
2021 Q3	$3.4M	Hold	7,885	–	–	1.07%	26
2021 Q2	$3.39M	Sell	7,885 -72	-0.9%	-$30.2K	1.05%	26
2021 Q1	$3.17M	Hold	7,957	–	–	1.06%	26
2020 Q4	$2.99M	Hold	7,957	–	–	1.08%	26
2020 Q3	$2.67M	Hold	7,957	–	–	1.08%	24
2020 Q2	$2.46M	Hold	7,957	–	–	1.02%	26
2020 Q1	$2.06M	Hold	7,957	–	–	0.94%	26
2019 Q4	$2.57M	Hold	7,957	–	–	0.97%	26
2019 Q3	$2.38M	Hold	7,957	–	–	0.92%	27
2019 Q2	$2.35M	Sell	7,957 -490	-6%	-$142K	0.92%	27
2019 Q1	$2.4M	Hold	8,447	–	–	0.95%	27
2018 Q4	$2.13M	Buy	8,447 +72	+0.9%	+$19.6K	0.93%	27
2018 Q3	$2.45M	Sell	8,375 -264	-3%	-$75.7K	0.98%	27
2018 Q2	$2.36M	Sell	8,639 -112	-1%	-$30.5K	0.97%	28
2018 Q1	$2.32M	Hold	8,751	–	–	0.99%	28
2017 Q4	$2.35M	Sell	8,751 -93	-1%	-$24.4K	0.96%	28
2017 Q3	$2.24M	Sell	8,844 -239	-3%	-$59.4K	0.96%	28
2017 Q2	$2.21M	Hold	9,083	–	–	1.01%	28
2017 Q1	$2.15M	Hold	9,083	–	–	1%	28
2016 Q4	$2.04M	Hold	9,083	–	–	1.01%	29
2016 Q3	$1.98M	Hold	9,083	–	–	1%	29
2016 Q2	$1.91M	Hold	9,083	–	–	1.02%	30
2016 Q1	$1.88M	Hold	9,083	–	–	1.03%	30
2015 Q4	$1.86M	Sell	9,083 -960	-10%	-$198K	1.1%	29
2015 Q3	$1.94M	Sell	10,043 -1,124	-10%	-$229K	1.27%	29
2015 Q2	$2.31M	Hold	11,167	–	–	1.53%	28
2015 Q1	$2.32M	Sell	11,167 -127	-1%	-$26.4K	1.56%	27
2014 Q4	$2.34M	Sell	11,294 -881	-7%	-$178K	1.56%	27
2014 Q3	$2.41M	Hold	12,175	–	–	1.73%	23
2014 Q2	$2.4M	Hold	12,175	–	–	1.71%	23
2014 Q1	$2.29M	Hold	12,175	–	–	1.66%	22
2013 Q4	$2.26M	Sell	12,175 -1,300	-10%	-$231K	1.56%	23
2013 Q3	$2.28M	Hold	13,475	–	–	1.67%	15
2013 Q2	$2.17M	Buy	+13,475	New	+$2.18M	1.85%	11

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Franklin, Parlapiano, Turner & Welch's IVV Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, selling an estimated $91K and leaving 7,239 shares worth $5.42M. The position accounts for 1.23% of the portfolio, ranked #25.

Franklin, Parlapiano, Turner & Welch first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.43M in Q3 2025. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Franklin, Parlapiano, Turner & Welch held 7,239 shares of iShares Core S&P 500 ETF worth $5.42M as of Q2 2026.
Franklin, Parlapiano, Turner & Welch sold 125 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $91K.
iShares Core S&P 500 ETF made up 1.23% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #25 holding.
Franklin, Parlapiano, Turner & Welch first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
Franklin, Parlapiano, Turner & Welch's iShares Core S&P 500 ETF position peaked at $5.43M in Q3 2025.
2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.