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

Mission 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 		$884K Buy
+1,180
New +$859K 0.73% 38
2025
Q1 		$1.01M Buy
+1,550
New +$915K 0.93% 27
2021
Q4 		$1.24M Buy
+1,814
New +$836K 1.16% 21

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 22.9% 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

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

Mission Financial Group opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 1,180 shares worth $884K. The stake represents 0.73% of the portfolio and ranks #38 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in IVV as recently as Q1 2025.

Mission Financial Group first reported a position in IVV in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.24M in Q4 2021. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mission Financial Group held 1,180 shares of iShares Core S&P 500 ETF worth $884K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Mission Financial Group position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.73% of Mission Financial Group's portfolio in Q2 2026, its #38 holding.
  • Mission Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's iShares Core S&P 500 ETF position peaked at $1.24M in Q4 2021.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.