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Investment Planning Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Investment Planning 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 		$1.91M Buy
2,554
+49
+2% +$35.7K 0.44% 27
2026
Q1 		$1.64M Buy
2,505
+69
+3% +$47.1K 0.45% 27
2025
Q4 		$1.67M Buy
2,436
+76
+3% +$51.6K 0.49% 26
2025
Q3 		$1.58M Buy
2,360
+1,380
+141% +$889K 0.5% 24
2025
Q2 		$609K Buy
980
+121
+14% +$69.5K 0.22% 43
2025
Q1 		$483K Hold
859
– – 0.2% 51
2024
Q4 		$506K Sell
859
-57
-6% -$33.7K 0.22% 45
2024
Q3 		$501K Hold
916
– – 0.26% 44
2024
Q2 		$501K Buy
+916
New +$482K 0.26% 44

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Investment Planning Advisors's IVV Position: Q2 2026 in Review

Investment Planning Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, buying an estimated $35.7K and bringing the position to 2,554 shares worth $1.91M. The position accounts for 0.44% of the portfolio, ranked #27.

Investment Planning Advisors first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Investment Planning Advisors held 2,554 shares of iShares Core S&P 500 ETF worth $1.91M as of Q2 2026.
  • Investment Planning Advisors bought 49 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35.7K.
  • iShares Core S&P 500 ETF made up 0.44% of Investment Planning Advisors's portfolio in Q2 2026, its #27 holding.
  • Investment Planning Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.