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

PlanVest 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 		$7.21M Sell
9,624
-50
-0.5% -$36.4K 4.82% 2
2026
Q1 		$6.32M Buy
+9,674
New +$6.61M 4.81% 2

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PlanVest Financial's IVV Position: Q2 2026 in Review

PlanVest Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 0.52% in Q2 2026, selling an estimated $36.4K and leaving 9,624 shares worth $7.21M. The position accounts for 4.82% of the portfolio, ranked #2.

PlanVest Financial first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • PlanVest Financial held 9,624 shares of iShares Core S&P 500 ETF worth $7.21M as of Q2 2026.
  • PlanVest Financial sold 50 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $36.4K.
  • iShares Core S&P 500 ETF made up 4.82% of PlanVest Financial's portfolio in Q2 2026, its #2 holding.
  • PlanVest Financial first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.