BFC Planning, Inc.’s iShares Core S&P 500 ETF IVV Stock Holding History

BFC Planning, Inc.’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	$14.1M	Buy	18,794 +2,073	+12%	+$1.51M	0.57%	27
2026 Q1	$10.9M	Sell	16,721 -565	-3%	-$386K	0.49%	31
2025 Q4	$11.8M	Buy	17,286 +9,539	+123%	+$6.48M	0.52%	32
2025 Q3	$5.19M	Buy	7,747 +525	+7%	+$338K	0.38%	45
2025 Q2	$4.48M	Sell	7,222 -3,085	-30%	-$1.77M	0.35%	53
2025 Q1	$5.79M	Buy	10,307 +2,079	+25%	+$1.23M	0.51%	35
2024 Q4	$4.84M	Buy	+8,228	New	+$4.87M	0.4%	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

BFC Planning, Inc.'s IVV Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $1.51M and bringing the position to 18,794 shares worth $14.1M. The position accounts for 0.57% of the portfolio, ranked #27.

BFC Planning, Inc. first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,133 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

BFC Planning, Inc. held 18,794 shares of iShares Core S&P 500 ETF worth $14.1M as of Q2 2026.
BFC Planning, Inc. bought 2,073 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.51M.
iShares Core S&P 500 ETF made up 0.57% of BFC Planning, Inc.'s portfolio in Q2 2026, its #27 holding.
BFC Planning, Inc. first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,133 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.