IFS
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Ifrah Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Ifrah Financial Services’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 		$1.06M Sell
1,415
-30
-2% -$21.8K 0.26% 72
2026
Q1 		$944K Sell
1,445
-100
-6% -$68.3K 0.25% 71
2025
Q4 		$1.06M Sell
1,545
-25
-2% -$17K 0.27% 66
2025
Q3 		$1.05M Buy
1,570
+45
+3% +$29K 0.27% 64
2025
Q2 		$947K Sell
1,525
-46
-3% -$26.4K 0.26% 65
2025
Q1 		$883K Sell
1,571
-44
-3% -$26K 0.25% 66
2024
Q4 		$950K Buy
1,615
+2
+0.1% +$1.18K 0.26% 66
2024
Q3 		$931K Buy
1,613
+257
+19% +$143K 0.25% 70
2024
Q2 		$742K Sell
1,356
-15
-1% -$7.89K 0.21% 78
2024
Q1 		$721K Sell
1,371
-100
-7% -$50K 0.2% 89
2023
Q4 		$702K Sell
1,471
-47
-3% -$21K 0.21% 83
2023
Q3 		$652K Sell
1,518
-50
-3% -$22.4K 0.2% 86
2023
Q2 		$699K Sell
1,568
-9
-0.6% -$3.79K 0.21% 84
2023
Q1 		$648K Sell
1,577
-14
-0.9% -$5.61K 0.21% 86
2022
Q4 		$611K Sell
1,591
-37
-2% -$14.3K 0.2% 91
2022
Q3 		$584K Buy
1,628
+3
+0.2% +$1.2K 0.2% 88
2022
Q2 		$616K Sell
1,625
-6
-0.4% -$2.47K 0.2% 90
2022
Q1 		$740K Buy
1,631
+20
+1% +$8.95K 0.21% 89
2021
Q4 		$768K Buy
1,611
+1
+0.1% +$461 0.21% 96
2021
Q3 		$694K Buy
1,610
+2
+0.1% +$886 0.2% 91
2021
Q2 		$691K Sell
1,608
-62
-4% -$26K 0.2% 96
2021
Q1 		$664K Buy
+1,670
New +$647K 0.2% 97
2015
Q1 		– Sell
-1,061
Closed -$219K – 210
2014
Q4 		$219K Sell
1,061
-192
-15% -$38.9K 0.09% 181
2014
Q3 		$249K Buy
1,253
+49
+4% +$9.75K 0.1% 165
2014
Q2 		$237K Sell
1,204
-4
-0.3% -$765 0.09% 174
2014
Q1 		$227K Buy
+1,208
New +$223K 0.09% 180

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

Ifrah Financial Services's IVV Position: Q2 2026 in Review

Ifrah Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, selling an estimated $21.8K and leaving 1,415 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #72.

Ifrah Financial Services first reported a position in IVV in Q1 2014 and has held it in 26 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ifrah Financial Services held 1,415 shares of iShares Core S&P 500 ETF worth $1.06M as of Q2 2026.
  • Ifrah Financial Services sold 30 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $21.8K.
  • iShares Core S&P 500 ETF made up 0.26% of Ifrah Financial Services's portfolio in Q2 2026, its #72 holding.
  • Ifrah Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 26 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.