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Investor's Fiduciary Advisor Network’s iShares Core S&P 500 ETF IVV Stock Holding History

Investor's Fiduciary Advisor Network’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 		$727K Sell
1,114
-330
-23% -$225K 0.22% 114
2025
Q4 		$988K Buy
1,444
+265
+22% +$180K 0.21% 108
2025
Q3 		$789K Sell
1,179
-126
-10% -$81.2K 0.27% 97
2025
Q2 		$810K Sell
1,305
-115
-8% -$66K 0.3% 90
2025
Q1 		$798K Sell
1,420
-109
-7% -$64.4K 0.38% 72
2024
Q4 		$900K Buy
+1,529
New +$905K 0.34% 74

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

Investor's Fiduciary Advisor Network's IVV Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares Core S&P 500 ETF (IVV) stake by 23% in Q1 2026, selling an estimated $225K and leaving 1,114 shares worth $727K. The position accounts for 0.22% of the portfolio, ranked #114.

Investor's Fiduciary Advisor Network first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $988K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 1,114 shares of iShares Core S&P 500 ETF worth $727K as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 330 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $225K.
  • iShares Core S&P 500 ETF made up 0.22% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #114 holding.
  • Investor's Fiduciary Advisor Network first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's iShares Core S&P 500 ETF position peaked at $988K in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.