Independent Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Independent Family Office’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	$1.25M	Buy	1,668 +100	+6%	+$72.8K	0.5%	36
2026 Q1	$1.02M	Hold	1,568	–	–	0.42%	41
2025 Q4	$1.07M	Hold	1,568	–	–	0.45%	41
2025 Q3	$1.05M	Hold	1,568	–	–	0.44%	41
2025 Q2	$974K	Buy	1,568 +5	+0.3%	+$2.87K	0.45%	41
2025 Q1	$878K	Buy	1,563 +129	+9%	+$76.2K	0.46%	40
2024 Q4	$844K	Hold	1,434	–	–	0.44%	39
2024 Q3	$827K	Hold	1,434	–	–	0.42%	40
2024 Q2	$785K	Hold	1,434	–	–	0.45%	38
2024 Q1	$754K	Hold	1,434	–	–	0.4%	41
2023 Q4	$685K	Hold	1,434	–	–	0.39%	40
2023 Q3	$616K	Buy	+1,434	New	+$641K	0.38%	43

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Independent Family Office's IVV Position: Q2 2026 in Review

Independent Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q2 2026, buying an estimated $72.8K and bringing the position to 1,668 shares worth $1.25M. The position accounts for 0.5% of the portfolio, ranked #36.

Independent Family Office first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Independent Family Office held 1,668 shares of iShares Core S&P 500 ETF worth $1.25M as of Q2 2026.
Independent Family Office bought 100 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.8K.
iShares Core S&P 500 ETF made up 0.5% of Independent Family Office's portfolio in Q2 2026, its #36 holding.
Independent Family Office first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.