MFS
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Madrona Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Madrona Financial Services’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 		$63.5M Buy
84,750
+3,428
+4% +$2.5M 11.7% 1
2026
Q1 		$53.1M Sell
81,322
-8,885
-10% -$6.07M 11.63% 1
2025
Q4 		$61.8M Sell
90,207
-29
-0% -$19.7K 13.2% 1
2025
Q3 		$60.4M Buy
90,236
+1,248
+1% +$804K 13.32% 1
2025
Q2 		$55.3M Buy
88,988
+2,655
+3% +$1.52M 13.25% 1
2025
Q1 		$48.5M Buy
86,333
+33,090
+62% +$19.5M 13.34% 1
2024
Q4 		$31.3M Buy
53,243
+7,232
+16% +$4.28M 8.54% 2
2024
Q3 		$26.5M Buy
46,011
+7,474
+19% +$4.16M 7.38% 4
2024
Q2 		$21.1M Sell
38,537
-10,223
-21% -$5.38M 6.48% 5
2024
Q1 		$25.6M Sell
48,760
-617
-1% -$309K 8.93% 3
2023
Q4 		$23.6M Sell
49,377
-5,427
-10% -$2.43M 9.3% 3
2023
Q3 		$23.5M Buy
54,804
+44,361
+425% +$19.8M 10.75% 1
2023
Q2 		$4.65M Buy
10,443
+6,703
+179% +$2.82M 2.28% 12
2023
Q1 		$1.54M Buy
3,740
+3,173
+560% +$1.27M 0.82% 25
2022
Q4 		$218K Sell
567
-35
-6% -$13.5K 0.12% 71
2022
Q3 		$216K Sell
602
-1,008
-63% -$403K 0.13% 67
2022
Q2 		$610K Hold
1,610
– – 0.36% 34
2022
Q1 		$726K Hold
1,610
– – 0.36% 40
2021
Q4 		$768K Hold
1,610
– – 0.32% 37
2021
Q3 		$694K Hold
1,610
– – 0.33% 34
2021
Q2 		$692K Sell
1,610
-539
-25% -$226K 0.36% 31
2021
Q1 		$855K Buy
+2,149
New +$832K 0.44% 32

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Madrona Financial Services's IVV Position: Q2 2026 in Review

Madrona Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q2 2026, buying an estimated $2.5M and bringing the position to 84,750 shares worth $63.5M. The position accounts for 11.7% of the portfolio, ranked #1.

Madrona Financial Services first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Madrona Financial Services held 84,750 shares of iShares Core S&P 500 ETF worth $63.5M as of Q2 2026.
  • Madrona Financial Services bought 3,428 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.5M.
  • iShares Core S&P 500 ETF made up 11.7% of Madrona Financial Services's portfolio in Q2 2026, its #1 holding.
  • Madrona Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.