Game Plan Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Game Plan Financial 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	$121K	Hold	161	–	–	0.04%	109
2026 Q1	$105K	Hold	161	–	–	0.05%	102
2025 Q4	$110K	Sell	161 -5	-3%	-$3.4K	0.04%	103
2025 Q3	$111K	Hold	166	–	–	0.05%	105
2025 Q2	$103K	Hold	166	–	–	0.05%	109
2025 Q1	$93.3K	Buy	166 +27	+19%	+$15.9K	0.05%	117
2024 Q4	$81.9K	Hold	139	–	–	0.04%	122
2024 Q3	$80.2K	Hold	139	–	–	0.04%	127
2024 Q2	$76.1K	Hold	139	–	–	0.04%	134
2024 Q1	$73.1K	Hold	139	–	–	0.04%	140
2023 Q4	$66.4K	Buy	+139	New	+$62.2K	0.04%	146

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Game Plan Financial Advisors's IVV Position: Q2 2026 in Review

Game Plan Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 161 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #109.

Game Plan Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Game Plan Financial Advisors held 161 shares of iShares Core S&P 500 ETF worth $121K as of Q2 2026.
Game Plan Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.04% of Game Plan Financial Advisors's portfolio in Q2 2026, its #109 holding.
Game Plan Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.