MFG
IVV icon

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

Mendota 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 		$9.88M Sell
13,196
-171
-1% -$125K 6.12% 5
2026
Q1 		$8.73M Buy
13,367
+12
+0.1% +$8.19K 6.47% 5
2025
Q4 		$9.15M Buy
13,355
+174
+1% +$118K 6.66% 6
2025
Q3 		$8.82M Sell
13,181
-26
-0.2% -$16.7K 6.59% 7
2025
Q2 		$8.2M Buy
13,207
+243
+2% +$140K 7.76% 6
2025
Q1 		$7.28M Sell
12,964
-3,819
-23% -$2.26M 7.9% 6
2024
Q4 		$9.88M Sell
16,783
-2,671
-14% -$1.58M 6.4% 7
2024
Q3 		$11.2M Buy
19,454
+655
+3% +$364K 5.36% 7
2024
Q2 		$10.3M Buy
18,799
+747
+4% +$393K 5.51% 7
2024
Q1 		$9.49M Buy
18,052
+10,473
+138% +$5.24M 5.55% 6
2023
Q4 		$3.62M Buy
7,579
+5,759
+316% +$2.58M 2.83% 7
2023
Q3 		$782K Hold
1,820
– – 0.81% 22
2023
Q2 		$811K Sell
1,820
-1,133
-38% -$477K 0.92% 19
2023
Q1 		$1.34M Buy
2,953
+1,170
+66% +$469K 1.34% 18
2022
Q4 		$685K Buy
+1,783
New +$688K 0.87% 20

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Mendota Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $125K and leaving 13,196 shares worth $9.88M. The position accounts for 6.12% of the portfolio, ranked #5.

Mendota Financial Group first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.2M in Q3 2024. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mendota Financial Group held 13,196 shares of iShares Core S&P 500 ETF worth $9.88M as of Q2 2026.
  • Mendota Financial Group sold 171 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $125K.
  • iShares Core S&P 500 ETF made up 6.12% of Mendota Financial Group's portfolio in Q2 2026, its #5 holding.
  • Mendota Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Mendota Financial Group's iShares Core S&P 500 ETF position peaked at $11.2M in Q3 2024.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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