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

Parker Financial’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	$769K	Sell	1,026 -14	-1%	-$10.2K	0.28%	21
2026 Q1	$679K	Sell	1,040 -582	-36%	-$397K	0.27%	21
2025 Q4	$1.11M	Buy	1,622 +205	+14%	+$139K	0.45%	17
2025 Q3	$949K	Sell	1,417 -9	-0.6%	-$5.8K	0.39%	20
2025 Q2	$885K	Buy	+1,426	New	+$819K	0.38%	19
2023 Q3	–	Sell	-503	Closed	-$224K	–	46
2023 Q2	$224K	Sell	503 -228	-31%	-$96.1K	0.16%	41
2023 Q1	$301K	Buy	+731	New	+$293K	0.24%	31

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Parker Financial's IVV Position: Q2 2026 in Review

Parker Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $10.2K and leaving 1,026 shares worth $769K. The position accounts for 0.28% of the portfolio, ranked #21.

Parker Financial first reported a position in IVV in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Parker Financial held 1,026 shares of iShares Core S&P 500 ETF worth $769K as of Q2 2026.
Parker Financial sold 14 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.2K.
iShares Core S&P 500 ETF made up 0.28% of Parker Financial's portfolio in Q2 2026, its #21 holding.
Parker Financial first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 7 quarters since.
Parker Financial's iShares Core S&P 500 ETF position peaked at $1.11M in Q4 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Parker Financial's 13F filing for Q2 2026, filed 3 Aug 2026.