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Outbound Financial Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Outbound Financial Inc’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 		$1.87M Sell
2,502
-56
-2% -$40.8K 1.21% 21
2026
Q1 		$1.67M Hold
2,558
– – 1.25% 19
2025
Q4 		$1.75M Hold
2,558
– – 1.36% 20
2025
Q3 		$1.71M Sell
2,558
-17
-0.7% -$10.9K 1.4% 19
2025
Q2 		$1.6M Buy
+2,575
New +$1.48M 1.46% 16

Other funds holding IVV

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Outbound Financial Inc's IVV Position: Q2 2026 in Review

Outbound Financial Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, selling an estimated $40.8K and leaving 2,502 shares worth $1.87M. The position accounts for 1.21% of the portfolio, ranked #21.

Outbound Financial Inc first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Outbound Financial Inc held 2,502 shares of iShares Core S&P 500 ETF worth $1.87M as of Q2 2026.
  • Outbound Financial Inc sold 56 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $40.8K.
  • iShares Core S&P 500 ETF made up 1.21% of Outbound Financial Inc's portfolio in Q2 2026, its #21 holding.
  • Outbound Financial Inc first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.