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IFG Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

IFG 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 		$449K Buy
599
+129
+27% +$93.9K 0.06% 102
2026
Q1 		$307K Sell
470
-15
-3% -$10.2K 0.05% 115
2025
Q4 		$332K Buy
485
+1
+0.2% +$679 0.06% 111
2025
Q3 		$324K Buy
484
+72
+17% +$46.4K 0.05% 116
2025
Q2 		$256K Hold
412
– – 0.04% 139
2025
Q1 		$231K Hold
412
– – 0.04% 136
2024
Q4 		$242K Buy
412
+1
+0.2% +$592 0.05% 128
2024
Q3 		$237K Buy
+411
New +$229K 0.05% 125

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

IFG Advisors's IVV Position: Q2 2026 in Review

IFG Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, buying an estimated $93.9K and bringing the position to 599 shares worth $449K. The position accounts for 0.06% of the portfolio, ranked #102.

IFG Advisors first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • IFG Advisors held 599 shares of iShares Core S&P 500 ETF worth $449K as of Q2 2026.
  • IFG Advisors bought 129 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $93.9K.
  • iShares Core S&P 500 ETF made up 0.06% of IFG Advisors's portfolio in Q2 2026, its #102 holding.
  • IFG Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.