IFA
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Index Fund Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Index Fund 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 		$9.22M Sell
12,318
-21
-0.2% -$15.3K 0.37% 23
2026
Q1 		$8.06M Buy
12,339
+38
+0.3% +$25.9K 0.36% 22
2025
Q4 		$8.43M Sell
12,301
-259
-2% -$176K 0.4% 19
2025
Q3 		$8.41M Buy
12,560
+247
+2% +$159K 0.41% 18
2025
Q2 		$7.65M Buy
12,313
+1,524
+14% +$875K 0.43% 16
2025
Q1 		$6.06M Sell
10,789
-60
-0.6% -$35.4K 0.37% 15
2024
Q4 		$6.39M Sell
10,849
-236
-2% -$140K 0.35% 15
2024
Q3 		$6.39M Sell
11,085
-38
-0.3% -$21.1K 0.34% 15
2024
Q2 		$6.09M Sell
11,123
-217
-2% -$114K 0.34% 15
2024
Q1 		$5.96M Buy
11,340
+63
+0.6% +$31.5K 0.33% 14
2023
Q4 		$5.39M Sell
11,277
-211
-2% -$94.4K 0.32% 14
2023
Q3 		$4.93M Buy
11,488
+288
+3% +$129K 0.33% 11
2023
Q2 		$4.99M Sell
11,200
-121
-1% -$51K 0.33% 10
2023
Q1 		$4.65M Buy
11,321
+64
+0.6% +$25.7K 0.32% 10
2022
Q4 		$4.33M Buy
11,257
+119
+1% +$45.9K 0.3% 10
2022
Q3 		$4M Buy
11,138
+3,369
+43% +$1.35M 0.31% 11
2022
Q2 		$2.95M Sell
7,769
-2,062
-21% -$848K 0.22% 13
2022
Q1 		$4.46M Sell
9,831
-265
-3% -$119K 0.33% 10
2021
Q4 		$4.82M Buy
+10,096
New +$4.65M 0.34% 10

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 22.9% 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

Index Fund Advisors's IVV Position: Q2 2026 in Review

Index Fund Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.17% in Q2 2026, selling an estimated $15.3K and leaving 12,318 shares worth $9.22M. The position accounts for 0.37% of the portfolio, ranked #23.

Index Fund Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Index Fund Advisors held 12,318 shares of iShares Core S&P 500 ETF worth $9.22M as of Q2 2026.
  • Index Fund Advisors sold 21 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Core S&P 500 ETF made up 0.37% of Index Fund Advisors's portfolio in Q2 2026, its #23 holding.
  • Index Fund Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.