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

IFS 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 		$34.1M Sell
45,588
-834
-2% -$607K 16.35% 1
2026
Q1 		$30.3M Sell
46,422
-422
-0.9% -$288K 15.63% 1
2025
Q4 		$32.1M Sell
46,844
-15,069
-24% -$10.2M 16.67% 1
2025
Q3 		$41.4M Sell
61,913
-1,106
-2% -$712K 24.25% 1
2025
Q2 		$39.1M Sell
63,019
-26,928
-30% -$15.5M 29.61% 1
2025
Q1 		$50.5M Sell
89,947
-212
-0.2% -$125K 41.04% 1
2024
Q4 		$53.1M Sell
90,159
-1,974
-2% -$1.17M 41.72% 1
2024
Q3 		$53.1M Sell
92,133
-177
-0.2% -$98.4K 42.09% 1
2024
Q2 		$50.5M Sell
92,310
-1,061
-1% -$558K 42.6% 1
2024
Q1 		$49.1M Buy
93,371
+15,032
+19% +$7.52M 42.85% 1
2023
Q4 		$37.4M Buy
78,339
+24,964
+47% +$11.2M 44.46% 1
2023
Q3 		$22.9M Buy
53,375
+3,790
+8% +$1.7M 42.72% 1
2023
Q2 		$22.1M Buy
49,585
+16,956
+52% +$7.15M 54.6% 1
2023
Q1 		$13.4M Sell
32,629
-1,844
-5% -$739K 54.78% 1
2022
Q4 		$13.2M Sell
34,473
-301
-0.9% -$116K 22.89% 3
2022
Q3 		$12.5M Buy
34,774
+34,732
+82,695% +$13.9M 22.9% 3
2022
Q2 		$15K Sell
42
-46,874
-100% -$19.3M 0.04% 37
2022
Q1 		$21.3M Sell
46,916
-13,815
-23% -$6.18M 19.93% 1
2021
Q4 		$29M Sell
60,731
-12,252
-17% -$5.65M 20.35% 1
2021
Q3 		$31.4M Buy
72,983
+9,069
+14% +$4.02M 20.15% 1
2021
Q2 		$27.5M Sell
63,914
-28,378
-31% -$11.9M 18.45% 1
2021
Q1 		$36.7M Sell
92,292
-5,204
-5% -$2.01M 28.72% 1
2020
Q4 		$36.6M Buy
+97,496
New +$34.7M 28.02% 1

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

IFS Advisors's IVV Position: Q2 2026 in Review

IFS Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, selling an estimated $607K and leaving 45,588 shares worth $34.1M. The position accounts for 16.35% of the portfolio, ranked #1.

IFS Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $53.1M in Q3 2024. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • IFS Advisors held 45,588 shares of iShares Core S&P 500 ETF worth $34.1M as of Q2 2026.
  • IFS Advisors sold 834 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $607K.
  • iShares Core S&P 500 ETF made up 16.35% of IFS Advisors's portfolio in Q2 2026, its #1 holding.
  • IFS Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • IFS Advisors's iShares Core S&P 500 ETF position peaked at $53.1M in Q3 2024.
  • 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.