QFPS
IVV icon

Quantum Financial Planning Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Quantum Financial Planning Services’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 		$241K Buy
322
+1
+0.3% +$728 0.07% 51
2026
Q1 		$210K Sell
321
-15
-4% -$10.2K 0.08% 49
2025
Q4 		$230K Buy
336
+1
+0.3% +$679 0.08% 48
2025
Q3 		$224K Sell
335
-63
-16% -$40.6K 0.09% 46
2025
Q2 		$247K Sell
398
-80
-17% -$45.9K 0.12% 40
2025
Q1 		$268K Buy
478
+1
+0.2% +$591 0.15% 31
2024
Q4 		$281K Buy
+477
New +$282K 0.16% 29

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Quantum Financial Planning Services's IVV Position: Q2 2026 in Review

Quantum Financial Planning Services increased its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q2 2026, buying an estimated $728 and bringing the position to 322 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #51.

Quantum Financial Planning Services first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q4 2024. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Quantum Financial Planning Services held 322 shares of iShares Core S&P 500 ETF worth $241K as of Q2 2026.
  • Quantum Financial Planning Services bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.07% of Quantum Financial Planning Services's portfolio in Q2 2026, its #51 holding.
  • Quantum Financial Planning Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Quantum Financial Planning Services's iShares Core S&P 500 ETF position peaked at $281K in Q4 2024.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.