Ipsen Advisor Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Ipsen Advisor 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	$600K	Buy	802 +3	+0.4%	+$2.19K	0.39%	63
2026 Q1	$522K	Sell	799 -30	-4%	-$20.5K	0.37%	72
2025 Q4	$568K	Sell	829 -170	-17%	-$115K	0.4%	65
2025 Q3	$668K	Buy	999 +3	+0.3%	+$1.93K	0.48%	47
2025 Q2	$618K	Buy	996 +3	+0.3%	+$1.72K	0.47%	53
2025 Q1	$558K	Buy	993 +1	+0.1%	+$591	0.48%	54
2024 Q4	$584K	Buy	+992	New	+$587K	0.5%	49
2022 Q4	$498K	Buy	+1,297	New	+$501K	0.57%	39

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

Ipsen Advisor Group's IVV Position: Q2 2026 in Review

Ipsen Advisor Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q2 2026, buying an estimated $2.19K and bringing the position to 802 shares worth $600K. The position accounts for 0.39% of the portfolio, ranked #63.

Ipsen Advisor Group first reported a position in IVV in Q4 2022 and has held it in 8 quarters since. The position peaked at $668K in Q3 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ipsen Advisor Group held 802 shares of iShares Core S&P 500 ETF worth $600K as of Q2 2026.
Ipsen Advisor Group bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.39% of Ipsen Advisor Group's portfolio in Q2 2026, its #63 holding.
Ipsen Advisor Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's iShares Core S&P 500 ETF position peaked at $668K in Q3 2025.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.