Leading Edge Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Leading Edge Financial Planning’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	$485K	Sell	647 -88	-12%	-$64.1K	0.09%	40
2026 Q1	$480K	Buy	735 +40	+6%	+$27.3K	0.1%	40
2025 Q4	$476K	Buy	695 +84	+14%	+$57K	0.11%	37
2025 Q3	$409K	Sell	611 -58	-9%	-$37.4K	0.1%	41
2025 Q2	$416K	Buy	669 +70	+12%	+$40.2K	0.12%	39
2025 Q1	$337K	Hold	599	–	–	0.11%	43
2024 Q4	$353K	Buy	599 +182	+44%	+$108K	0.12%	42
2024 Q3	$241K	Buy	417 +35	+9%	+$19.5K	0.08%	46
2024 Q2	$209K	Hold	382	–	–	0.08%	48
2024 Q1	$201K	Sell	382 -85	-18%	-$42.5K	0.09%	52
2023 Q4	$223K	Buy	+467	New	+$209K	0.12%	56
2023 Q1	–	Sell	-902	Closed	-$346K	–	68
2022 Q4	$346K	Buy	+902	New	+$348K	0.3%	47

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

Leading Edge Financial Planning's IVV Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $64.1K and leaving 647 shares worth $485K. The position accounts for 0.09% of the portfolio, ranked #40.

Leading Edge Financial Planning first reported a position in IVV in Q4 2022 and has held it in 12 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Leading Edge Financial Planning held 647 shares of iShares Core S&P 500 ETF worth $485K as of Q2 2026.
Leading Edge Financial Planning sold 88 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $64.1K.
iShares Core S&P 500 ETF made up 0.09% of Leading Edge Financial Planning's portfolio in Q2 2026, its #40 holding.
Leading Edge Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.