Magnus Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Magnus Financial 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	$6.94M	Buy	9,261 +20	+0.2%	+$14.6K	0.49%	50
2026 Q1	$6.04M	Buy	9,241 +86	+0.9%	+$58.7K	0.49%	48
2025 Q4	$6.27M	Sell	9,155 -247	-3%	-$168K	0.48%	51
2025 Q3	$6.29M	Sell	9,402 -12	-0.1%	-$7.73K	0.5%	49
2025 Q2	$5.84M	Buy	9,414 +884	+10%	+$508K	0.51%	43
2025 Q1	$4.79M	Sell	8,530 -86	-1%	-$50.8K	0.46%	48
2024 Q4	$5.07M	Buy	8,616 +774	+10%	+$458K	0.49%	45
2024 Q3	$4.52M	Sell	7,842 -131	-2%	-$72.8K	0.46%	47
2024 Q2	$4.36M	Buy	7,973 +803	+11%	+$422K	0.49%	43
2024 Q1	$3.77M	Sell	7,170 -253	-3%	-$127K	0.45%	46
2023 Q4	$3.55M	Buy	7,423 +1,270	+21%	+$568K	0.46%	43
2023 Q3	$2.64M	Buy	6,153 +97	+2%	+$43.4K	0.38%	48
2023 Q2	$2.7M	Buy	6,056 +1,087	+22%	+$458K	0.38%	46
2023 Q1	$2.04M	Buy	4,969 +292	+6%	+$117K	0.31%	59
2022 Q4	$1.8M	Sell	4,677 -52	-1%	-$20.1K	0.29%	66
2022 Q3	$1.7M	Sell	4,729 -232	-5%	-$92.6K	0.32%	61
2022 Q2	$1.88M	Buy	4,961 +441	+10%	+$181K	0.35%	52
2022 Q1	$2.05M	Sell	4,520 -87	-2%	-$38.9K	0.34%	57
2021 Q4	$2.2M	Buy	4,607 +442	+11%	+$204K	0.42%	44
2021 Q3	$1.79M	Sell	4,165 -43	-1%	-$19.1K	0.38%	45
2021 Q2	$1.81M	Buy	4,208 +203	+5%	+$85K	0.39%	43
2021 Q1	$1.59M	Sell	4,005 -290,074	-99%	-$112M	0.38%	41
2020 Q4	$110M	Sell	294,079 -1,480	-0.5%	-$527K	10.96%	3
2020 Q3	$99.3M	Sell	295,559 -4,007	-1%	-$1.33M	11.56%	2
2020 Q2	$92.8M	Buy	299,566 +123	+0%	+$36.1K	10.29%	2
2020 Q1	$77.4M	Buy	299,443 +49,941	+20%	+$15.3M	10.55%	1
2019 Q4	$80.6M	Buy	249,502 +114,577	+85%	+$35.5M	11.54%	1
2019 Q3	$40.3M	Sell	134,925 -94	-0.1%	-$27.9K	7.56%	3
2019 Q2	$39.8M	Sell	135,019 -34	-0%	-$9.85K	7.67%	3
2019 Q1	$38.4M	Buy	135,053 +90,193	+201%	+$24.7M	7.82%	3
2018 Q4	$11.3M	Buy	+44,860	New	+$12.2M	3%	6

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Magnus Financial Group's IVV Position: Q2 2026 in Review

Magnus Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q2 2026, buying an estimated $14.6K and bringing the position to 9,261 shares worth $6.94M. The position accounts for 0.49% of the portfolio, ranked #50.

Magnus Financial Group first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $110M in Q4 2020. 1,458 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Magnus Financial Group held 9,261 shares of iShares Core S&P 500 ETF worth $6.94M as of Q2 2026.
Magnus Financial Group bought 20 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.6K.
iShares Core S&P 500 ETF made up 0.49% of Magnus Financial Group's portfolio in Q2 2026, its #50 holding.
Magnus Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
Magnus Financial Group's iShares Core S&P 500 ETF position peaked at $110M in Q4 2020.
1,458 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.