IFG
IVV icon

Independent Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Independent Financial Group’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 		$91.4M Buy
122,036
+27,869
+30% +$20.3M 1.71% 7
2026
Q1 		$61.5M Buy
94,167
+756
+0.8% +$516K 1.38% 9
2025
Q4 		$64M Buy
93,411
+1,681
+2% +$1.14M 1.43% 9
2025
Q3 		$61.4M Buy
91,730
+5,760
+7% +$3.71M 1.47% 10
2025
Q2 		$53.4M Buy
85,970
+6,584
+8% +$3.78M 1.47% 9
2025
Q1 		$44.6M Buy
79,386
+5,628
+8% +$3.32M 1.53% 8
2024
Q4 		$43.4M Buy
73,758
+7,968
+12% +$4.72M 1.44% 8
2024
Q3 		$37.9M Buy
65,790
+5,786
+10% +$3.22M 1.4% 8
2024
Q2 		$32.8M Buy
60,004
+7,967
+15% +$4.19M 1.32% 9
2024
Q1 		$27.4M Buy
52,037
+8,206
+19% +$4.11M 1.26% 9
2023
Q4 		$20.9M Buy
43,831
+9,250
+27% +$4.14M 1.12% 10
2023
Q3 		$14.8M Buy
34,581
+6,484
+23% +$2.9M 0.97% 13
2023
Q2 		$12.5M Buy
28,097
+6,611
+31% +$2.79M 0.86% 14
2023
Q1 		$8.83M Buy
21,486
+2,468
+13% +$989K 0.71% 15
2022
Q4 		$7.31M Sell
19,018
-2,087
-10% -$805K 0.63% 19
2022
Q3 		$7.57M Buy
21,105
+1,046
+5% +$418K 0.69% 17
2022
Q2 		$7.61M Sell
20,059
-2,486
-11% -$1.02M 0.81% 14
2022
Q1 		$10.2M Buy
22,545
+1,549
+7% +$693K 0.83% 15
2021
Q4 		$10M Buy
20,996
+2,705
+15% +$1.25M 0.83% 13
2021
Q3 		$7.88M Buy
18,291
+2,972
+19% +$1.32M 0.81% 14
2021
Q2 		$6.59M Buy
15,319
+4,849
+46% +$2.03M 0.7% 15
2021
Q1 		$4.17M Buy
10,470
+126
+1% +$48.8K 0.54% 31
2020
Q4 		$3.88M Sell
10,344
-4,604
-31% -$1.64M 0.57% 30
2020
Q3 		$5.02M Buy
14,948
+1,200
+9% +$399K 0.94% 13
2020
Q2 		$4.26M Sell
13,748
-3,115
-18% -$915K 0.94% 14
2020
Q1 		$4.36M Buy
+16,863
New +$5.17M 1.28% 11

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Independent Financial Group's IVV Position: Q2 2026 in Review

Independent Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, buying an estimated $20.3M and bringing the position to 122,036 shares worth $91.4M. The position accounts for 1.71% of the portfolio, ranked #7.

Independent Financial Group first reported a position in IVV in Q1 2020 and has held it in 26 quarters since. 3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Independent Financial Group held 122,036 shares of iShares Core S&P 500 ETF worth $91.4M as of Q2 2026.
  • Independent Financial Group bought 27,869 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.3M.
  • iShares Core S&P 500 ETF made up 1.71% of Independent Financial Group's portfolio in Q2 2026, its #7 holding.
  • Independent Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.