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

FSM 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	$8.4M	Buy	11,220 +5,654	+102%	+$4.12M	0.89%	23
2026 Q1	$3.64M	Buy	5,566 +121	+2%	+$82.6K	0.47%	36
2025 Q4	$3.73M	Buy	5,445 +159	+3%	+$108K	0.51%	35
2025 Q3	$3.54M	Buy	5,286 +195	+4%	+$126K	0.5%	39
2025 Q2	$3.18M	Buy	5,091 +525	+11%	+$301K	0.52%	38
2025 Q1	$2.57M	Sell	4,566 -78	-2%	-$46.1K	0.58%	31
2024 Q4	$2.76M	Sell	4,644 -18	-0.4%	-$10.7K	0.68%	31
2024 Q3	$2.69M	Buy	4,662 +228	+5%	+$127K	0.71%	30
2024 Q2	$2.43M	Sell	4,434 -3	-0.1%	-$1.58K	0.81%	30
2024 Q1	$2.33M	Sell	4,437 -171	-4%	-$85.6K	0.83%	27
2023 Q4	$2.2M	Buy	4,608 +6	+0.1%	+$2.69K	0.94%	27
2023 Q3	$1.98M	Sell	4,602 -136	-3%	-$60.8K	0.99%	27
2023 Q2	$2.11M	Sell	4,738 -1,240	-21%	-$523K	1.06%	26
2023 Q1	$2.46M	Sell	5,978 -542	-8%	-$217K	1.43%	18
2022 Q4	$2.5M	Buy	6,520 +99	+2%	+$38.2K	1.78%	15
2022 Q3	$2.3M	Buy	6,421 +1,631	+34%	+$651K	1.91%	11
2022 Q2	$1.99M	Buy	+4,790	New	+$1.97M	1.97%	14

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

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

FSM Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 102% in Q2 2026, buying an estimated $4.12M and bringing the position to 11,220 shares worth $8.4M. The position accounts for 0.89% of the portfolio, ranked #23.

FSM Wealth Advisors first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. 2,279 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

FSM Wealth Advisors held 11,220 shares of iShares Core S&P 500 ETF worth $8.4M as of Q2 2026.
FSM Wealth Advisors bought 5,654 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.12M.
iShares Core S&P 500 ETF made up 0.89% of FSM Wealth Advisors's portfolio in Q2 2026, its #23 holding.
FSM Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
2,279 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.