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Main Street Financial Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Main Street Financial Solutions’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
2025
Q4 		$11.1M Sell
16,251
-6,741
-29% -$4.58M 0.83% 25
2025
Q3 		$15.4M Buy
22,992
+1,157
+5% +$745K 0.99% 21
2025
Q2 		$13.6M Buy
21,835
+3,284
+18% +$1.89M 0.98% 21
2025
Q1 		$10.4M Sell
18,551
-59
-0.3% -$34.8K 0.91% 25
2024
Q4 		$11M Sell
18,610
-165
-0.9% -$97.7K 1.08% 19
2024
Q3 		$10.8M Buy
18,775
+633
+3% +$352K 0.99% 18
2024
Q2 		$9.93M Sell
18,142
-466
-3% -$245K 0.94% 21
2024
Q1 		$9.78M Buy
18,608
+537
+3% +$269K 1.04% 19
2023
Q4 		$8.63M Buy
18,071
+121
+0.7% +$54.2K 1.12% 19
2023
Q3 		$7.71M Sell
17,950
-311
-2% -$139K 1.09% 20
2023
Q2 		$8.14M Sell
18,261
-10
-0.1% -$4.21K 1.1% 20
2023
Q1 		$7.51M Buy
18,271
+62
+0.3% +$24.9K 1.1% 18
2022
Q4 		$7M Sell
18,209
-4,773
-21% -$1.84M 1.1% 17
2022
Q3 		$8.24M Buy
22,982
+22
+0.1% +$8.79K 1.36% 14
2022
Q2 		$8.71M Sell
22,960
-333
-1% -$137K 1.12% 23
2022
Q1 		$10.6M Buy
23,293
+464
+2% +$208K 1.55% 11
2021
Q4 		$10.9M Sell
22,829
-62
-0.3% -$28.6K 1.54% 11
2021
Q3 		$9.86M Sell
22,891
-239
-1% -$106K 1.52% 13
2021
Q2 		$9.94M Sell
23,130
-29
-0.1% -$12.1K 1.61% 10
2021
Q1 		$9.21M Sell
23,159
-34
-0.1% -$13.2K 1.64% 11
2020
Q4 		$8.71M Buy
+23,193
New +$8.26M 1.78% 9

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Main Street Financial Solutions's IVV Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares Core S&P 500 ETF (IVV) stake by 29% in Q4 2025, selling an estimated $4.58M and leaving 16,251 shares worth $11.1M. The position accounts for 0.83% of the portfolio, ranked #25.

Main Street Financial Solutions first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.4M in Q3 2025. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Main Street Financial Solutions held 16,251 shares of iShares Core S&P 500 ETF worth $11.1M as of Q4 2025.
  • Main Street Financial Solutions sold 6,741 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $4.58M.
  • iShares Core S&P 500 ETF made up 0.83% of Main Street Financial Solutions's portfolio in Q4 2025, its #25 holding.
  • Main Street Financial Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's iShares Core S&P 500 ETF position peaked at $15.4M in Q3 2025.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.