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

Intrepid Financial Planning 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	$31.3M	Sell	41,826 -360	-0.9%	-$262K	10.65%	1
2026 Q1	$27.6M	Sell	42,186 -858	-2%	-$586K	11.12%	1
2025 Q4	$29.5M	Sell	43,044 -632	-1%	-$429K	11.21%	1
2025 Q3	$29.2M	Sell	43,676 -754	-2%	-$486K	11.14%	1
2025 Q2	$27.6M	Sell	44,430 -829	-2%	-$476K	11.59%	1
2025 Q1	$25.5M	Sell	45,259 -1,293	-3%	-$764K	11.79%	1
2024 Q4	$27.4M	Sell	46,552 -1,270	-3%	-$752K	11.58%	1
2024 Q3	$27.6M	Sell	47,822 -2,039	-4%	-$1.13M	11.81%	1
2024 Q2	$27.3M	Sell	49,861 -786	-2%	-$413K	11.71%	1
2024 Q1	$26.6M	Sell	50,647 -829	-2%	-$415K	11.5%	1
2023 Q4	$24.6M	Sell	51,476 -1,205	-2%	-$539K	11.76%	1
2023 Q3	$22.6M	Sell	52,681 -1,559	-3%	-$697K	11.72%	1
2023 Q2	$24.2M	Sell	54,240 -603	-1%	-$254K	11.6%	1
2023 Q1	$22.5M	Sell	54,843 -1,156	-2%	-$463K	11.37%	1
2022 Q4	$21.5M	Sell	55,999 -1,280	-2%	-$494K	11.69%	1
2022 Q3	$20.5M	Sell	57,279 -272	-0.5%	-$109K	11.67%	1
2022 Q2	$21.8M	Buy	+57,551	New	+$23.7M	11.99%	1

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

Intrepid Financial Planning Group's IVV Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.85% in Q2 2026, selling an estimated $262K and leaving 41,826 shares worth $31.3M. The position accounts for 10.65% of the portfolio, ranked #1.

Intrepid Financial Planning Group first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Intrepid Financial Planning Group held 41,826 shares of iShares Core S&P 500 ETF worth $31.3M as of Q2 2026.
Intrepid Financial Planning Group sold 360 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $262K.
iShares Core S&P 500 ETF made up 10.65% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #1 holding.
Intrepid Financial Planning Group first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.