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

Morling Financial Advisors’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 		$6.13M Buy
8,180
+125
+2% +$91K 1.7% 13
2026
Q1 		$5.26M Sell
8,055
-40
-0.5% -$27.3K 1.62% 13
2025
Q4 		$5.54M Sell
8,095
-328
-4% -$223K 1.74% 13
2025
Q3 		$5.64M Sell
8,423
-907
-10% -$584K 1.86% 13
2025
Q2 		$5.79M Sell
9,330
-161
-2% -$92.4K 1.89% 13
2025
Q1 		$5.33M Sell
9,491
-80
-0.8% -$47.2K 1.84% 13
2024
Q4 		$5.63M Sell
9,571
-147
-2% -$87K 1.96% 14
2024
Q3 		$5.61M Buy
9,718
+4
+0% +$2.22K 2.14% 12
2024
Q2 		$5.32M Buy
9,714
+269
+3% +$141K 2.32% 12
2024
Q1 		$4.97M Sell
9,445
-492
-5% -$246K 2.84% 11
2023
Q4 		$4.75M Sell
9,937
-290
-3% -$130K 3.83% 9
2023
Q3 		$4.39M Sell
10,227
-714
-7% -$319K 4.35% 8
2023
Q2 		$4.88M Sell
10,941
-167
-2% -$70.4K 4.69% 7
2023
Q1 		$4.57M Sell
11,108
-117
-1% -$46.9K 4.92% 7
2022
Q4 		$4.31M Sell
11,225
-324
-3% -$125K 5.5% 5
2022
Q3 		$4.14M Buy
11,549
+247
+2% +$98.6K 5.64% 7
2022
Q2 		$4.29M Buy
11,302
+1,232
+12% +$507K 5.59% 7
2022
Q1 		$4.57M Sell
10,070
-81
-0.8% -$36.2K 5.78% 7
2021
Q4 		$4.84M Buy
+10,151
New +$4.68M 4.63% 6

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

Morling Financial Advisors's IVV Position: Q2 2026 in Review

Morling Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $91K and bringing the position to 8,180 shares worth $6.13M. The position accounts for 1.7% of the portfolio, ranked #13.

Morling Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Morling Financial Advisors held 8,180 shares of iShares Core S&P 500 ETF worth $6.13M as of Q2 2026.
  • Morling Financial Advisors bought 125 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $91K.
  • iShares Core S&P 500 ETF made up 1.7% of Morling Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Morling Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.