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FSC Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

FSC Wealth Advisors’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 		– Sell
-307
Closed -$200K – 6
2026
Q1 		$200K Sell
307
-790
-72% -$539K 3.83% 13
2025
Q4 		$752K Sell
1,097
-2,183
-67% -$1.48M 1.22% 19
2025
Q3 		$2.2M Buy
3,280
+12
+0.4% +$7.73K 1.27% 23
2025
Q2 		$2.03M Buy
3,268
+181
+6% +$104K 1.28% 24
2025
Q1 		$1.73M Buy
3,087
+664
+27% +$392K 1.14% 23
2024
Q4 		$1.43M Buy
2,423
+170
+8% +$101K 0.92% 25
2024
Q3 		$1.3M Buy
2,253
+192
+9% +$107K 0.93% 25
2024
Q2 		$1.13M Buy
2,061
+195
+10% +$103K 0.83% 20
2024
Q1 		$981K Sell
1,866
-5,484
-75% -$2.74M 0.69% 21
2023
Q4 		$3.51M Buy
7,350
+5,860
+393% +$2.62M 2.57% 11
2023
Q3 		$640K Sell
1,490
-24
-2% -$10.7K 0.66% 14
2023
Q2 		$675K Buy
1,514
+230
+18% +$96.9K 0.61% 15
2023
Q1 		$528K Buy
1,284
+432
+51% +$173K 0.83% 7
2022
Q4 		$327K Buy
852
+148
+21% +$57.1K 0.56% 13
2022
Q3 		$253K Buy
704
+109
+18% +$43.5K 2.44% 9
2022
Q2 		$226K Sell
595
-11
-2% -$4.53K 2% 11
2022
Q1 		$275K Sell
606
-16
-3% -$7.16K 0.26% 21
2021
Q4 		$297K Buy
+622
New +$287K 0.2% 28

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

FSC Wealth Advisors's IVV Position: Q2 2026 in Review

FSC Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 307 shares — an estimated $200K sold.

FSC Wealth Advisors first reported a position in IVV in Q4 2021 and held it in 18 quarters. The position peaked at $3.51M in Q4 2023. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • FSC Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • FSC Wealth Advisors sold 307 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $200K.
  • FSC Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 18 quarters.
  • FSC Wealth Advisors's iShares Core S&P 500 ETF position peaked at $3.51M in Q4 2023.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on FSC Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.