Future Financial Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Future Financial 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	$820K	Hold	1,106	–	–	0.51%	38
2026 Q1	$778K	Hold	1,106	–	–	0.5%	41
2025 Q4	$753K	Sell	1,106 -1	-0.1%	-$679	0.51%	40
2025 Q3	$741K	Hold	1,107	–	–	0.47%	42
2025 Q2	$687K	Buy	1,107 +5	+0.5%	+$2.87K	0.47%	41
2025 Q1	$619K	Hold	1,102	–	–	0.45%	47
2024 Q4	$649K	Hold	1,102	–	–	0.47%	43
2024 Q3	$636K	Hold	1,102	–	–	0.45%	46
2024 Q2	$603K	Hold	1,102	–	–	0.53%	45
2024 Q1	$579K	Hold	1,102	–	–	0.45%	46
2023 Q4	$526K	Hold	1,102	–	–	0.52%	48
2023 Q3	$473K	Hold	1,102	–	–	0.52%	50
2023 Q2	$491K	Buy	1,102 +81	+8%	+$34.1K	0.52%	50
2023 Q1	$421K	Hold	1,021	–	–	0.46%	58
2022 Q4	$392K	Hold	1,021	–	–	0.45%	65
2022 Q3	$387K	Hold	1,021	–	–	0.45%	66
2022 Q2	$463K	Hold	1,021	–	–	0.45%	67
2022 Q1	$463K	Hold	1,021	–	–	0.38%	67
2021 Q4	$490K	Hold	1,021	–	–	0.39%	64
2021 Q3	$439K	Hold	1,021	–	–	0.45%	69
2021 Q2	$439K	Hold	1,021	–	–	0.45%	69
2021 Q1	$406K	Hold	1,021	–	–	0.47%	65
2020 Q4	$383K	Buy	+1,021	New	+$363K	0.44%	67

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Future Financial Wealth Management's IVV Position: Q2 2026 in Review

Future Financial Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,106 shares worth $820K. The position accounts for 0.51% of the portfolio, ranked #38.

Future Financial Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Future Financial Wealth Management held 1,106 shares of iShares Core S&P 500 ETF worth $820K as of Q2 2026.
Future Financial Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.51% of Future Financial Wealth Management's portfolio in Q2 2026, its #38 holding.
Future Financial Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.