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

IFP 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 		$40.6M Buy
54,261
+56
+0.1% +$40.8K 0.73% 16
2026
Q1 		$35.4M Buy
54,205
+2,489
+5% +$1.7M 0.73% 16
2025
Q4 		$35.4M Sell
51,716
-2,266
-4% -$1.54M 0.8% 15
2025
Q3 		$36.1M Buy
53,982
+2,136
+4% +$1.38M 0.94% 11
2025
Q2 		$32.2M Buy
51,846
+2,526
+5% +$1.45M 0.92% 12
2025
Q1 		$27.7M Buy
49,320
+2,366
+5% +$1.4M 0.85% 13
2024
Q4 		$27.6M Sell
46,954
-3,395
-7% -$2.01M 0.91% 13
2024
Q3 		$29M Buy
50,349
+740
+1% +$411K 1.05% 10
2024
Q2 		$27.1M Sell
49,609
-6,187
-11% -$3.25M 1.08% 11
2024
Q1 		$29.3M Buy
55,796
+7,843
+16% +$3.92M 1.29% 5
2023
Q4 		$22.9M Sell
47,953
-4,068
-8% -$1.82M 1.08% 8
2023
Q3 		$22.3M Buy
52,021
+314
+0.6% +$140K 1% 8
2023
Q2 		$23M Sell
51,707
-4,909
-9% -$2.07M 0.96% 11
2023
Q1 		$12M Sell
56,616
-79,835
-59% -$32M 0.52% 37
2022
Q4 		$29M Sell
136,451
-16,208
-11% -$6.25M 0.77% 13
2022
Q3 		$32.4M Buy
152,659
+32,488
+27% +$13M 0.85% 8
2022
Q2 		$25.5M Hold
120,171
– – 0.82% 7
2022
Q1 		$25.5M Buy
120,171
+52,127
+77% +$23.3M 0.82% 7
2021
Q4 		$32.5M Buy
68,044
+18,369
+37% +$8.47M 0.63% 17
2021
Q3 		$21.4M Buy
49,675
+20,756
+72% +$9.2M 0.43% 26
2021
Q2 		$12.4M Buy
28,919
+2,172
+8% +$910K 0.26% 40
2021
Q1 		$10.7M Sell
26,747
-15,762
-37% -$6.1M 0.21% 44
2020
Q4 		$16M Sell
42,509
-7,188
-14% -$2.56M 0.65% 18
2020
Q3 		$16.7M Sell
49,697
-5,774
-10% -$1.92M 1% 11
2020
Q2 		$17M Buy
55,471
+9,685
+21% +$2.84M 1.34% 7
2020
Q1 		$12M Sell
45,786
-33,222
-42% -$10.2M 1.21% 7
2019
Q4 		$25.6M Sell
79,008
-19,553
-20% -$6.05M 1.93% 4
2019
Q3 		$29.3M Buy
+98,561
New +$29.3M 1.96% 4
2019
Q1 		$15.2M Sell
53,427
-19,262
-26% -$5.27M 2.08% 6
2018
Q4 		$18.1M Sell
72,689
-22,675
-24% -$6.16M 1.1% 8
2018
Q3 		$27.9M Sell
95,364
-29,192
-23% -$8.37M 1.14% 8
2018
Q2 		$34M Buy
124,556
+6,383
+5% +$1.74M 1.43% 6
2018
Q1 		$31.8M Hold
118,173
– – 1.44% 6
2017
Q4 		$31.8M Buy
118,173
+419
+0.4% +$110K 1.44% 5
2017
Q3 		$29.8M Sell
117,754
-19,836
-14% -$4.93M 1.18% 7
2017
Q2 		$33.5M Buy
137,590
+48,845
+55% +$11.8M 1.42% 4
2017
Q1 		$21.1M Buy
88,745
+11,928
+16% +$2.79M 0.92% 9
2016
Q4 		$17.3M Buy
76,817
+14,160
+23% +$3.11M 0.83% 13
2016
Q3 		$13.6M Buy
62,657
+3,621
+6% +$788K 0.71% 19
2016
Q2 		$12.4M Buy
59,036
+5,609
+10% +$1.17M 0.69% 19
2016
Q1 		$15.2M Buy
53,427
+1,486
+3% +$292K 2.08% 6
2015
Q4 		$10.6M Buy
+51,941
New +$10.7M 0.71% 17

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

IFP Advisors's IVV Position: Q2 2026 in Review

IFP Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q2 2026, buying an estimated $40.8K and bringing the position to 54,261 shares worth $40.6M. The position accounts for 0.73% of the portfolio, ranked #16.

IFP Advisors first reported a position in IVV in Q4 2015 and has held it in 42 quarters since. 1,321 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • IFP Advisors held 54,261 shares of iShares Core S&P 500 ETF worth $40.6M as of Q2 2026.
  • IFP Advisors bought 56 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $40.8K.
  • iShares Core S&P 500 ETF made up 0.73% of IFP Advisors's portfolio in Q2 2026, its #16 holding.
  • IFP Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 42 quarters since.
  • 1,321 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.