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

S&A Financial 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	$336K	Hold	449	–	–	0.21%	67
2026 Q1	$293K	Buy	+449	New	+$307K	0.2%	68

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

S&A Financial Services's IVV Position: Q2 2026 in Review

S&A Financial Services held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 449 shares worth $336K. The position accounts for 0.21% of the portfolio, ranked #67.

S&A Financial Services first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

S&A Financial Services held 449 shares of iShares Core S&P 500 ETF worth $336K as of Q2 2026.
S&A Financial Services left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.21% of S&A Financial Services's portfolio in Q2 2026, its #67 holding.
S&A Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.