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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IFG Advisory's IVV Position: Q1 2026 in Review

IFG Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 99% in Q1 2026, selling an estimated $11.2M and leaving 214 shares worth $140K. The position accounts for 0.4% of the portfolio, ranked #56.

IFG Advisory first reported a position in IVV in Q3 2019 and has held it in 27 quarters since. The position peaked at $11.6M in Q4 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • IFG Advisory held 214 shares of iShares Core S&P 500 ETF worth $140K as of Q1 2026.
  • IFG Advisory sold 16,406 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $11.2M.
  • iShares Core S&P 500 ETF made up 0.4% of IFG Advisory's portfolio in Q1 2026, its #56 holding.
  • IFG Advisory first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
  • IFG Advisory's iShares Core S&P 500 ETF position peaked at $11.6M in Q4 2024.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.