FWL Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

FWL Investment 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	$1.17M	Sell	1,568 -31	-2%	-$22.6K	0.22%	61
2026 Q1	$1.04M	Buy	1,599 +96	+6%	+$65.6K	0.23%	55
2025 Q4	$1.03M	Sell	1,503 -2	-0.1%	-$1.36K	0.25%	56
2025 Q3	$1.01M	Sell	1,505 -493	-25%	-$318K	0.26%	54
2025 Q2	$1.24M	Sell	1,998 -292	-13%	-$168K	0.38%	50
2025 Q1	$1.29M	Sell	2,290 -504	-18%	-$298K	0.48%	42
2024 Q4	$1.64M	Sell	2,794 -324	-10%	-$192K	0.6%	39
2024 Q3	$1.8M	Buy	3,118 +2,520	+421%	+$1.4M	0.69%	35
2024 Q2	$327K	Buy	+598	New	+$314K	0.17%	43
2022 Q4	–	Sell	-54	Closed	-$19K	–	192
2022 Q3	$19K	Buy	+54	New	+$21.6K	0.02%	46

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

FWL Investment Management's IVV Position: Q2 2026 in Review

FWL Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, selling an estimated $22.6K and leaving 1,568 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #61.

FWL Investment Management first reported a position in IVV in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.8M in Q3 2024. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

FWL Investment Management held 1,568 shares of iShares Core S&P 500 ETF worth $1.17M as of Q2 2026.
FWL Investment Management sold 31 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $22.6K.
iShares Core S&P 500 ETF made up 0.22% of FWL Investment Management's portfolio in Q2 2026, its #61 holding.
FWL Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 10 quarters since.
FWL Investment Management's iShares Core S&P 500 ETF position peaked at $1.8M in Q3 2024.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.