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

Plan Group 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	$3.88M	Sell	5,186 -902	-15%	-$657K	0.8%	37
2026 Q1	$3.98M	Sell	6,088 -1,607	-21%	-$1.1M	0.93%	32
2025 Q4	$5.27M	Sell	7,695 -18	-0.2%	-$12.2K	1.37%	22
2025 Q3	$5.16M	Sell	7,713 -1,180	-13%	-$760K	1.39%	17
2025 Q2	$5.52M	Buy	8,893 +7,645	+613%	+$4.39M	1.82%	10
2025 Q1	$701K	Buy	1,248 +495	+66%	+$292K	0.25%	78
2024 Q4	$443K	Sell	753 -17	-2%	-$10.1K	0.23%	72
2024 Q3	$444K	Sell	770 -112	-13%	-$62.3K	0.23%	72
2024 Q2	$483K	Buy	882 +77	+10%	+$40.5K	0.3%	67
2024 Q1	$423K	Buy	805 +96	+14%	+$48K	0.28%	55
2023 Q4	$339K	Buy	709 +47	+7%	+$21K	0.3%	45
2023 Q3	$284K	Buy	662 +5	+0.8%	+$2.24K	0.2%	55
2023 Q2	$293K	Buy	+657	New	+$277K	0.24%	51

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

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

Plan Group Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2026, selling an estimated $657K and leaving 5,186 shares worth $3.88M. The position accounts for 0.8% of the portfolio, ranked #37.

Plan Group Financial first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.52M in Q2 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Plan Group Financial held 5,186 shares of iShares Core S&P 500 ETF worth $3.88M as of Q2 2026.
Plan Group Financial sold 902 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $657K.
iShares Core S&P 500 ETF made up 0.8% of Plan Group Financial's portfolio in Q2 2026, its #37 holding.
Plan Group Financial first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Plan Group Financial's iShares Core S&P 500 ETF position peaked at $5.52M in Q2 2025.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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