Larson Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.48M | Sell |
9,992
-1,811
| -15% | -$1.32M | 0.2% | 88 |
|
|
2026
Q1 | $7.71M | Sell |
11,803
-105
| -0.9% | -$71.7K | 0.25% | 79 |
|
|
2025
Q4 | $8.16M | Buy |
11,908
+154
| +1% | +$105K | 0.27% | 72 |
|
|
2025
Q3 | $7.87M | Buy |
11,754
+114
| +1% | +$73.4K | 0.28% | 76 |
|
|
2025
Q2 | $7.23M | Buy |
11,640
+559
| +5% | +$321K | 0.29% | 80 |
|
|
2025
Q1 | $6.23M | Buy |
11,081
+1,977
| +22% | +$1.17M | 0.3% | 69 |
|
|
2024
Q4 | $5.36M | Sell |
9,104
-368
| -4% | -$218K | 0.28% | 74 |
|
|
2024
Q3 | $5.46M | Buy |
9,472
+196
| +2% | +$109K | 0.31% | 64 |
|
|
2024
Q2 | $5.08M | Buy |
9,276
+1,529
| +20% | +$804K | 0.35% | 57 |
|
|
2024
Q1 | $4.07M | Buy |
7,747
+4,338
| +127% | +$2.17M | 0.31% | 61 |
|
|
2023
Q4 | $1.63M | Sell |
3,409
-435
| -11% | -$195K | 0.14% | 129 |
|
|
2023
Q3 | $1.65M | Buy |
3,844
+473
| +14% | +$212K | 0.16% | 118 |
|
|
2023
Q2 | $1.5M | Sell |
3,371
-336
| -9% | -$142K | 0.15% | 129 |
|
|
2023
Q1 | $1.52M | Buy |
3,707
+191
| +5% | +$76.6K | 0.17% | 125 |
|
|
2022
Q4 | $1.35M | Sell |
3,516
-50
| -1% | -$19.3K | 0.16% | 124 |
|
|
2022
Q3 | $1.28M | Sell |
3,566
-156
| -4% | -$62.3K | 0.18% | 113 |
|
|
2022
Q2 | $1.41M | Sell |
3,722
-405
| -10% | -$167K | 0.24% | 54 |
|
|
2022
Q1 | $1.87M | Buy |
4,127
+155
| +4% | +$69.3K | 0.3% | 50 |
|
|
2021
Q4 | $1.89M | Hold |
3,972
| – | – | 0.3% | 49 |
|
|
2021
Q3 | $1.71M | Sell |
3,972
-25
| -0.6% | -$11.1K | 0.34% | 41 |
|
|
2021
Q2 | $1.72M | Sell |
3,997
-60
| -1% | -$25.1K | 0.4% | 36 |
|
|
2021
Q1 | $1.61M | Sell |
4,057
-61
| -1% | -$23.6K | 0.48% | 31 |
|
|
2020
Q4 | $1.55M | Sell |
4,118
-76
| -2% | -$27.1K | 0.53% | 31 |
|
|
2020
Q3 | $1.41M | Buy |
4,194
+202
| +5% | +$67.2K | 0.58% | 31 |
|
|
2020
Q2 | $1.24M | Sell |
3,992
-566
| -12% | -$166K | 0.59% | 36 |
|
|
2020
Q1 | $1.18M | Buy |
4,558
+566
| +14% | +$173K | 0.74% | 31 |
|
|
2019
Q4 | $1.29M | Sell |
3,992
-133
| -3% | -$41.2K | 0.74% | 27 |
|
|
2019
Q3 | $1.23M | Sell |
4,125
-60
| -1% | -$17.8K | 0.8% | 24 |
|
|
2019
Q2 | $1.23M | Sell |
4,185
-305
| -7% | -$88.4K | 0.92% | 21 |
|
|
2019
Q1 | $1.28M | Sell |
4,490
-222
| -5% | -$60.7K | 1.01% | 21 |
|
|
2018
Q4 | $1.19M | Buy |
4,712
+3
| +0.1% | +$815 | 1.1% | 21 |
|
|
2018
Q3 | $1.38M | Sell |
4,709
-222
| -5% | -$63.7K | 1.58% | 18 |
|
|
2018
Q2 | $1.35M | Sell |
4,931
-464
| -9% | -$126K | 1.55% | 18 |
|
|
2018
Q1 | $1.43M | Sell |
5,395
-21,180
| -80% | -$5.82M | 1.68% | 18 |
|
|
2017
Q4 | $7.14M | Buy |
+26,575
| New | +$6.96M | 6% | 4 |
|
Other funds holding IVV
CM
Larson Financial Group's IVV Position: Q2 2026 in Review
Larson Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2026, selling an estimated $1.32M and leaving 9,992 shares worth $7.48M. The position accounts for 0.2% of the portfolio, ranked #88.
Larson Financial Group first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.16M in Q4 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Larson Financial Group held 9,992 shares of iShares Core S&P 500 ETF worth $7.48M as of Q2 2026.
- Larson Financial Group sold 1,811 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.32M.
- iShares Core S&P 500 ETF made up 0.2% of Larson Financial Group's portfolio in Q2 2026, its #88 holding.
- Larson Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- Larson Financial Group's iShares Core S&P 500 ETF position peaked at $8.16M in Q4 2025.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.