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

Manchester Financial’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	$399K	Buy	533 +141	+36%	+$103K	0.07%	90
2026 Q1	$256K	Buy	392 +8	+2%	+$5.46K	0.05%	117
2025 Q4	$263K	Sell	384 -51	-12%	-$34.6K	0.05%	114
2025 Q3	$291K	Buy	435 +13	+3%	+$8.37K	0.06%	105
2025 Q2	$262K	Buy	422 +47	+13%	+$27K	0.05%	104
2025 Q1	$211K	Buy	+375	New	+$221K	0.05%	112
2021 Q2	–	Sell	-58	Closed	-$23K	–	347
2021 Q1	$23K	Hold	58	–	–	0.01%	300
2020 Q4	$22K	Hold	58	–	–	0.01%	267
2020 Q3	$19K	Sell	58 -72	-55%	-$24K	0.01%	242
2020 Q2	$40K	Hold	130	–	–	0.03%	142
2020 Q1	$34K	Hold	130	–	–	0.03%	152
2019 Q4	$42K	Buy	+130	New	+$40.2K	0.02%	165
2019 Q3	–	Sell	-144	Closed	-$43K	–	243
2019 Q2	$43K	Buy	+144	New	+$41.7K	0.02%	155

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Manchester Financial's IVV Position: Q2 2026 in Review

Manchester Financial increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q2 2026, buying an estimated $103K and bringing the position to 533 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #90.

Manchester Financial first reported a position in IVV in Q2 2019 and has held it in 13 quarters since. 2,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Manchester Financial held 533 shares of iShares Core S&P 500 ETF worth $399K as of Q2 2026.
Manchester Financial bought 141 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $103K.
iShares Core S&P 500 ETF made up 0.07% of Manchester Financial's portfolio in Q2 2026, its #90 holding.
Manchester Financial first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 13 quarters since.
2,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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