FF
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Friedenthal Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Friedenthal Financial’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 		$196K Buy
262
+1
+0.4% +$728 0.09% 111
2026
Q1 		$170K Buy
261
+19
+8% +$13K 0.09% 111
2025
Q4 		$166K Sell
242
-93
-28% -$63.2K 0.09% 112
2025
Q3 		$224K Buy
335
+108
+48% +$69.6K 0.12% 102
2025
Q2 		$141K Buy
227
+15
+7% +$8.61K 0.08% 114
2025
Q1 		$119K Sell
212
-1,058
-83% -$625K 0.07% 110
2024
Q4 		$748K Buy
1,270
+1,085
+586% +$642K 0.44% 81
2024
Q3 		$107K Buy
185
+24
+15% +$13.3K 0.06% 126
2024
Q2 		$88.1K Sell
161
-45
-22% -$23.7K 0.06% 125
2024
Q1 		$108K Buy
206
+11
+6% +$5.5K 0.07% 121
2023
Q4 		$93.1K Buy
+195
New +$87.3K 0.06% 124
2016
Q2 		– Sell
-2,701
Closed -$553K – 49
2016
Q1 		$553K Hold
2,701
– – 0.51% 25
2015
Q4 		$553K Sell
2,701
-1,023
-27% -$211K 0.5% 25
2015
Q3 		$718K Sell
3,724
-1,178
-24% -$240K 0.65% 15
2015
Q2 		$1.02M Hold
4,902
– – 0.88% 17
2015
Q1 		$1.02M Hold
4,902
– – 0.86% 19
2014
Q4 		$1.01M Sell
4,902
-34,992
-88% -$7.08M 0.86% 20
2014
Q3 		$7.91M Buy
39,894
+34,992
+714% +$6.96M 6.72% 6
2014
Q2 		$966K Sell
4,902
-41,856
-90% -$8.01M 0.78% 19
2014
Q1 		$8.59M Buy
46,758
+5,716
+14% +$1.06M 7.25% 3
2013
Q4 		$7.62M Buy
+41,042
New +$7.31M 7.06% 6

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Friedenthal Financial's IVV Position: Q2 2026 in Review

Friedenthal Financial increased its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q2 2026, buying an estimated $728 and bringing the position to 262 shares worth $196K. The position accounts for 0.09% of the portfolio, ranked #111.

Friedenthal Financial first reported a position in IVV in Q4 2013 and has held it in 21 quarters since. The position peaked at $8.59M in Q1 2014. 1,824 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Friedenthal Financial held 262 shares of iShares Core S&P 500 ETF worth $196K as of Q2 2026.
  • Friedenthal Financial bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.09% of Friedenthal Financial's portfolio in Q2 2026, its #111 holding.
  • Friedenthal Financial first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 21 quarters since.
  • Friedenthal Financial's iShares Core S&P 500 ETF position peaked at $8.59M in Q1 2014.
  • 1,824 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.