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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Intrepid Financial Planning Group's IVV Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q1 2026, selling an estimated $586K and leaving 42,186 shares worth $27.6M. The position accounts for 11.12% of the portfolio, ranked #1.

Intrepid Financial Planning Group first reported a position in IVV in Q2 2022 and has held it in 16 quarters since. The position peaked at $29.5M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Intrepid Financial Planning Group held 42,186 shares of iShares Core S&P 500 ETF worth $27.6M as of Q1 2026.
  • Intrepid Financial Planning Group sold 858 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $586K.
  • iShares Core S&P 500 ETF made up 11.12% of Intrepid Financial Planning Group's portfolio in Q1 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 16 quarters since.
  • Intrepid Financial Planning Group's iShares Core S&P 500 ETF position peaked at $29.5M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.