FIM
IVV icon

Freedom Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Freedom Investment Management’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 		$574K Buy
767
+236
+44% +$172K 0.16% 51
2026
Q1 		$347K Sell
531
-326
-38% -$223K 0.1% 68
2025
Q4 		$587K Sell
857
-392
-31% -$266K 0.17% 51
2025
Q3 		$836K Sell
1,249
-10,520
-89% -$6.78M 0.22% 50
2025
Q2 		$7.31M Buy
11,769
+6,148
+109% +$3.53M 0.58% 35
2025
Q1 		$3.16M Buy
5,621
+2,960
+111% +$1.75M 0.27% 63
2024
Q4 		$1.57M Sell
2,661
-2,304
-46% -$1.36M 0.13% 138
2024
Q3 		$2.86M Buy
4,965
+1,678
+51% +$933K 0.23% 76
2024
Q2 		$1.8M Sell
3,287
-9,417
-74% -$4.95M 0.15% 128
2024
Q1 		$6.68M Buy
12,704
+1,686
+15% +$844K 0.54% 35
2023
Q4 		$5.26M Buy
11,018
+10,180
+1,215% +$4.56M 0.43% 44
2023
Q3 		$360K Sell
838
-6,901
-89% -$3.09M 0.04% 444
2023
Q2 		$3.45M Buy
7,739
+4,710
+155% +$1.98M 0.39% 49
2023
Q1 		$1.25M Buy
3,029
+886
+41% +$355K 0.14% 190
2022
Q4 		$823K Buy
+2,143
New +$827K 0.09% 282
2022
Q1 		– Sell
-2,306
Closed -$1.1M – 867
2021
Q4 		$1.1M Sell
2,306
-469
-17% -$216K 0.08% 316
2021
Q3 		$1.2M Sell
2,775
-1,325
-32% -$587K 0.09% 284
2021
Q2 		$1.76M Buy
4,100
+27
+0.7% +$11.3K 0.13% 187
2021
Q1 		$1.62M Buy
4,073
+941
+30% +$364K 0.13% 190
2020
Q4 		$1.18M Sell
3,132
-919
-23% -$327K 0.13% 160
2020
Q3 		$1.36M Sell
4,051
-310
-7% -$103K 0.15% 137
2020
Q2 		$1.35M Buy
+4,361
New +$1.28M 0.15% 131
2019
Q2 		– Sell
-6,153
Closed -$1.75M – 707
2019
Q1 		$1.75M Buy
6,153
+3,041
+98% +$832K 0.14% 157
2018
Q4 		$783K Buy
3,112
+438
+16% +$119K 0.06% 315
2018
Q3 		$781K Buy
+2,674
New +$767K 0.05% 385

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

Freedom Investment Management's IVV Position: Q2 2026 in Review

Freedom Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 44% in Q2 2026, buying an estimated $172K and bringing the position to 767 shares worth $574K. The position accounts for 0.16% of the portfolio, ranked #51.

Freedom Investment Management first reported a position in IVV in Q3 2018 and has held it in 25 quarters since. The position peaked at $7.31M in Q2 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Freedom Investment Management held 767 shares of iShares Core S&P 500 ETF worth $574K as of Q2 2026.
  • Freedom Investment Management bought 236 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $172K.
  • iShares Core S&P 500 ETF made up 0.16% of Freedom Investment Management's portfolio in Q2 2026, its #51 holding.
  • Freedom Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 25 quarters since.
  • Freedom Investment Management's iShares Core S&P 500 ETF position peaked at $7.31M in Q2 2025.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.