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My Personal CFO LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

My Personal CFO LLC’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 		$2.25M Buy
3,007
+35
+1% +$25.5K 0.88% 30
2026
Q1 		$1.94M Sell
2,972
-121
-4% -$82.6K 0.85% 31
2025
Q4 		$2.12M Sell
3,093
-17,268
-85% -$11.7M 0.88% 31
2025
Q3 		$13.6M Buy
20,361
+17,086
+522% +$11M 5.28% 3
2025
Q2 		$2.03M Sell
3,275
-2
-0.1% -$1.15K 0.92% 31
2025
Q1 		$1.84M Buy
3,277
+6
+0.2% +$3.54K 0.93% 30
2024
Q4 		$1.93M Sell
3,271
-83
-2% -$49.1K 0.99% 29
2024
Q3 		$1.93M Buy
3,354
+158
+5% +$87.8K 1.06% 29
2024
Q2 		$1.75M Buy
3,196
+98
+3% +$51.5K 0.93% 30
2024
Q1 		$1.63M Sell
3,098
-33
-1% -$16.5K 0.94% 30
2023
Q4 		$1.5M Buy
3,131
+8
+0.3% +$3.58K 0.97% 27
2023
Q3 		$1.34M Hold
3,123
– – 1.08% 25
2023
Q2 		$1.39M Sell
3,123
-26
-0.8% -$11K 1.09% 25
2023
Q1 		$1.29M Buy
3,149
+2,122
+207% +$851K 1.1% 27
2022
Q4 		$1.21M Hold
1,027
– – 1.11% 24
2022
Q3 		$1.16M Sell
1,027
-1,452
-59% -$580K 1.76% 17
2022
Q2 		$940K Buy
2,479
+38
+2% +$15.6K 1.21% 24
2022
Q1 		$1.11M Buy
2,441
+337
+16% +$151K 1.15% 23
2021
Q4 		$1M Buy
+2,104
New +$970K 0.88% 28

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

My Personal CFO LLC's IVV Position: Q2 2026 in Review

My Personal CFO LLC increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, buying an estimated $25.5K and bringing the position to 3,007 shares worth $2.25M. The position accounts for 0.88% of the portfolio, ranked #30.

My Personal CFO LLC first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.6M in Q3 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • My Personal CFO LLC held 3,007 shares of iShares Core S&P 500 ETF worth $2.25M as of Q2 2026.
  • My Personal CFO LLC bought 35 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $25.5K.
  • iShares Core S&P 500 ETF made up 0.88% of My Personal CFO LLC's portfolio in Q2 2026, its #30 holding.
  • My Personal CFO LLC first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's iShares Core S&P 500 ETF position peaked at $13.6M in Q3 2025.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.