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

Frisch 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 		$1.35M Sell
1,805
-654
-27% -$476K 0.23% 65
2026
Q1 		$1.61M Sell
2,459
-23
-0.9% -$15.7K 0.34% 44
2025
Q4 		$1.7M Hold
2,482
– – 0.38% 41
2025
Q3 		$1.66M Buy
2,482
+1
+0% +$644 0.39% 41
2025
Q2 		$1.54M Buy
2,481
+995
+67% +$571K 0.38% 42
2025
Q1 		$835K Buy
1,486
+173
+13% +$102K 0.23% 53
2024
Q4 		$773K Hold
1,313
– – 0.23% 52
2024
Q3 		$757K Sell
1,313
-75
-5% -$41.7K 0.23% 51
2024
Q2 		$760K Sell
1,388
-70
-5% -$36.8K 0.23% 51
2024
Q1 		$767K Sell
1,458
-103
-7% -$51.5K 0.25% 46
2023
Q4 		$745K Buy
1,561
+2
+0.1% +$895 0.28% 49
2023
Q3 		$669K Sell
1,559
-1
-0.1% -$447 0.27% 50
2023
Q2 		$695K Buy
1,560
+683
+78% +$288K 0.33% 47
2023
Q1 		$361K Sell
877
-115
-12% -$46.1K 0.14% 87
2022
Q4 		$381K Sell
992
-746
-43% -$288K 0.14% 87
2022
Q3 		$623K Sell
1,738
-89
-5% -$35.5K 0.26% 55
2022
Q2 		$693K Buy
1,827
+171
+10% +$70.3K 0.27% 55
2022
Q1 		$751K Buy
1,656
+8
+0.5% +$3.58K 0.24% 59
2021
Q4 		$782K Buy
1,648
+403
+32% +$186K 0.25% 60
2021
Q3 		$536K Sell
1,245
-102
-8% -$45.2K 0.18% 70
2021
Q2 		$579K Sell
1,347
-22
-2% -$9.22K 0.18% 71
2021
Q1 		$545K Sell
1,369
-9,872
-88% -$3.82M 0.18% 71
2020
Q4 		$4.22M Buy
11,241
+320
+3% +$114K 1.54% 19
2020
Q3 		$3.67M Buy
10,921
+42
+0.4% +$14K 1.6% 17
2020
Q2 		$3.37M Sell
10,879
-11,795
-52% -$3.46M 1.59% 16
2020
Q1 		$5.86M Buy
22,674
+21,654
+2,123% +$6.64M 3.41% 11
2019
Q4 		$330K Buy
1,020
+107
+12% +$33.1K 0.16% 77
2019
Q3 		$273K Hold
913
– – 0.17% 80
2019
Q2 		$269K Sell
913
-2,830
-76% -$820K 0.18% 74
2019
Q1 		$1.06M Sell
3,743
-161
-4% -$44K 0.65% 30
2018
Q4 		$982K Buy
+3,904
New +$1.06M 0.69% 33

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

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

Frisch Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, selling an estimated $476K and leaving 1,805 shares worth $1.35M. The position accounts for 0.23% of the portfolio, ranked #65.

Frisch Financial Group first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.86M in Q1 2020. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Frisch Financial Group held 1,805 shares of iShares Core S&P 500 ETF worth $1.35M as of Q2 2026.
  • Frisch Financial Group sold 654 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $476K.
  • iShares Core S&P 500 ETF made up 0.23% of Frisch Financial Group's portfolio in Q2 2026, its #65 holding.
  • Frisch Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Frisch Financial Group's iShares Core S&P 500 ETF position peaked at $5.86M in Q1 2020.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.