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FSB Premier Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

FSB Premier Wealth 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 		$1.14M Buy
1,518
+1
+0.1% +$728 0.32% 86
2026
Q1 		$991K Sell
1,517
-229
-13% -$156K 0.31% 81
2025
Q4 		$1.2M Sell
1,746
-75
-4% -$50.9K 0.38% 69
2025
Q3 		$1.22M Sell
1,821
-64
-3% -$41.2K 0.4% 67
2025
Q2 		$1.17M Buy
1,885
+236
+14% +$136K 0.42% 67
2025
Q1 		$927K Sell
1,649
-181
-10% -$107K 0.36% 75
2024
Q4 		$1.08M Hold
1,830
– – 0.43% 59
2024
Q3 		$1.06M Sell
1,830
-108
-6% -$60K 0.43% 64
2024
Q2 		$1.06M Sell
1,938
-259
-12% -$136K 0.48% 49
2024
Q1 		$1.16M Sell
2,197
-30
-1% -$15K 0.54% 42
2023
Q4 		$1.06M Sell
2,227
-151
-6% -$67.6K 0.53% 39
2023
Q3 		$1.02M Sell
2,378
-15
-0.6% -$6.71K 0.57% 38
2023
Q2 		$1.07M Buy
2,393
+34
+1% +$14.3K 0.58% 39
2023
Q1 		$970K Sell
2,359
-26
-1% -$10.4K 0.54% 41
2022
Q4 		$916K Sell
2,385
-116
-5% -$44.8K 0.5% 47
2022
Q3 		$896K Sell
2,501
-183
-7% -$73.1K 0.52% 43
2022
Q2 		$1.02M Sell
2,684
-87
-3% -$35.8K 0.56% 42
2022
Q1 		$1.19M Sell
2,771
-80
-3% -$35.8K 0.6% 40
2021
Q4 		$1.36M Sell
2,851
-73
-2% -$33.6K 0.57% 36
2021
Q3 		$1.26M Sell
2,924
-261
-8% -$116K 0.63% 32
2021
Q2 		$1.37M Sell
3,185
-1,610
-34% -$674K 0.7% 31
2021
Q1 		$1.91M Sell
4,795
-5,435
-53% -$2.1M 1.03% 27
2020
Q4 		$3.84M Buy
+10,230
New +$3.64M 2.06% 15

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

FSB Premier Wealth Management's IVV Position: Q2 2026 in Review

FSB Premier Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.07% in Q2 2026, buying an estimated $728 and bringing the position to 1,518 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #86.

FSB Premier Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.84M in Q4 2020. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • FSB Premier Wealth Management held 1,518 shares of iShares Core S&P 500 ETF worth $1.14M as of Q2 2026.
  • FSB Premier Wealth Management bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.32% of FSB Premier Wealth Management's portfolio in Q2 2026, its #86 holding.
  • FSB Premier Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's iShares Core S&P 500 ETF position peaked at $3.84M in Q4 2020.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.