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

Future You Wealth’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
2025
Q2 		$57.6M Sell
92,851
-243
-0.3% -$140K 31.3% 1
2025
Q1 		$52.3M Buy
93,094
+10,039
+12% +$5.93M 33.51% 1
2024
Q4 		$48.9M Buy
+83,055
New +$49.2M 34.63% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Future You Wealth's IVV Position: Q2 2025 in Review

Future You Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q2 2025, selling an estimated $140K and leaving 92,851 shares worth $57.6M. The position accounts for 31.3% of the portfolio, ranked #1.

Future You Wealth first reported a position in IVV in Q4 2024 and has held it in 3 quarters since. 3,621 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Future You Wealth held 92,851 shares of iShares Core S&P 500 ETF worth $57.6M as of Q2 2025.
  • Future You Wealth sold 243 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $140K.
  • iShares Core S&P 500 ETF made up 31.3% of Future You Wealth's portfolio in Q2 2025, its #1 holding.
  • Future You Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • 3,621 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.