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

IFG Advisory’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 		$16.5M Buy
22,010
+21,796
+10,185% +$15.9M 0.58% 27
2026
Q1 		$140K Sell
214
-16,406
-99% -$11.2M 0.4% 56
2025
Q4 		$11.4M Buy
16,620
+338
+2% +$230K 0.5% 46
2025
Q3 		$10.9M Buy
16,282
+451
+3% +$290K 0.5% 46
2025
Q2 		$9.83M Sell
15,831
-2,553
-14% -$1.47M 0.49% 47
2025
Q1 		$10.3M Sell
18,384
-1,398
-7% -$826K 0.57% 34
2024
Q4 		$11.6M Buy
19,782
+748
+4% +$443K 0.66% 25
2024
Q3 		$11M Sell
19,034
-2,239
-11% -$1.24M 0.7% 25
2024
Q2 		$11.6M Buy
21,273
+736
+4% +$387K 0.75% 20
2024
Q1 		$10.8M Sell
20,537
-923
-4% -$462K 0.81% 21
2023
Q4 		$10.3M Buy
21,460
+1,464
+7% +$655K 0.75% 20
2023
Q3 		$8.59M Buy
19,996
+2,220
+12% +$993K 0.72% 23
2023
Q2 		$7.92M Buy
17,776
+499
+3% +$210K 0.7% 29
2023
Q1 		$7.1M Sell
17,277
-1,607
-9% -$644K 0.66% 27
2022
Q4 		$7.25M Sell
18,884
-1,410
-7% -$544K 0.72% 25
2022
Q3 		$7.28M Sell
20,294
-1,576
-7% -$629K 0.66% 30
2022
Q2 		$8.29M Buy
21,870
+2,038
+10% +$838K 0.88% 23
2022
Q1 		$9M Buy
19,832
+2,577
+15% +$1.15M 0.91% 17
2021
Q4 		$8.23M Buy
17,255
+1,167
+7% +$538K 0.8% 22
2021
Q3 		$6.93M Buy
16,088
+832
+5% +$369K 0.75% 22
2021
Q2 		$6.56M Buy
15,256
+1,421
+10% +$595K 0.73% 26
2021
Q1 		$5.5M Buy
13,835
+1,712
+14% +$663K 0.69% 24
2020
Q4 		$4.55M Sell
12,123
-883
-7% -$314K 0.63% 30
2020
Q3 		$4.37M Buy
13,006
+2,201
+20% +$732K 0.71% 26
2020
Q2 		$3.35M Buy
10,805
+2,279
+27% +$669K 0.6% 34
2020
Q1 		$2.2M Buy
8,526
+1,686
+25% +$517K 0.49% 50
2019
Q4 		$2.21M Buy
6,840
+494
+8% +$153K 0.4% 67
2019
Q3 		$1.89M Buy
+6,346
New +$1.89M 0.37% 78

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 Advisory's IVV Position: Q2 2026 in Review

IFG Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 10,185% in Q2 2026, buying an estimated $15.9M and bringing the position to 22,010 shares worth $16.5M. The position accounts for 0.58% of the portfolio, ranked #27.

IFG Advisory first reported a position in IVV in Q3 2019 and has held it in 28 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • IFG Advisory held 22,010 shares of iShares Core S&P 500 ETF worth $16.5M as of Q2 2026.
  • IFG Advisory bought 21,796 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.9M.
  • iShares Core S&P 500 ETF made up 0.58% of IFG Advisory's portfolio in Q2 2026, its #27 holding.
  • IFG Advisory first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.