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Mark Sheptoff Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Mark Sheptoff 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 		$482K Hold
644
– – 0.26% 62
2026
Q1 		$468K Sell
644
-142
-18% -$97K 0.25% 61
2025
Q4 		$538K Sell
786
-126
-14% -$85.6K 0.26% 58
2025
Q3 		$610K Hold
912
– – 0.29% 50
2025
Q2 		$566K Sell
912
-5
-0.5% -$2.87K 0.3% 50
2025
Q1 		$515K Sell
917
-90
-9% -$53.1K 0.28% 57
2024
Q4 		$593K Buy
1,007
+5
+0.5% +$2.96K 0.32% 53
2024
Q3 		$578K Buy
1,002
+74
+8% +$41.1K 0.31% 52
2024
Q2 		$508K Buy
928
+361
+64% +$190K 0.28% 57
2024
Q1 		$298K Buy
567
+102
+22% +$51K 0.17% 75
2023
Q4 		$222K Buy
465
+10
+2% +$4.48K 0.13% 85
2023
Q3 		$196K Buy
455
+307
+207% +$137K 0.13% 91
2023
Q2 		$66K Hold
148
– – 0.04% 143
2023
Q1 		$60.8K Sell
148
-90
-38% -$36.1K 0.04% 141
2022
Q4 		$91.4K Hold
238
– – 0.05% 115
2022
Q3 		$85K Hold
238
– – 0.05% 118
2022
Q2 		$90K Hold
238
– – 0.05% 121
2022
Q1 		$108K Hold
238
– – 0.05% 131
2021
Q4 		$114K Buy
238
+180
+310% +$83K 0.05% 131
2021
Q3 		$16K Hold
58
– – 0.01% 267
2021
Q2 		$16K Hold
58
– – 0.01% 290
2021
Q1 		$16K Hold
58
– – 0.01% 250
2020
Q4 		$16K Hold
58
– – 0.01% 234
2020
Q3 		$16K Hold
58
– – 0.01% 201
2020
Q2 		$16K Hold
58
– – 0.01% 215
2020
Q1 		$16K Hold
58
– – 0.01% 191
2019
Q4 		$16K Hold
58
– – 0.01% 239
2019
Q3 		$16K Hold
58
– – 0.01% 231
2019
Q2 		$16K Hold
58
– – 0.01% 227
2019
Q1 		$16K Buy
58
+44
+314% +$12K 0.01% 225
2018
Q4 		$4K Buy
+14
New +$3.8K ﹤0.01% 287

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Mark Sheptoff Financial Planning's IVV Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 644 shares worth $482K. The position accounts for 0.26% of the portfolio, ranked #62.

Mark Sheptoff Financial Planning first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $610K in Q3 2025. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mark Sheptoff Financial Planning held 644 shares of iShares Core S&P 500 ETF worth $482K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.26% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #62 holding.
  • Mark Sheptoff Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Mark Sheptoff Financial Planning's iShares Core S&P 500 ETF position peaked at $610K in Q3 2025.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.