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

Security 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	$648K	Buy	865 +234	+37%	+$170K	0.09%	116
2026 Q1	$412K	Buy	631 +24	+4%	+$16.4K	0.07%	145
2025 Q4	$416K	Sell	607 -19	-3%	-$12.9K	0.07%	147
2025 Q3	$419K	Sell	626 -3	-0.5%	-$1.93K	0.07%	142
2025 Q2	$391K	Sell	629 -311	-33%	-$179K	0.07%	135
2025 Q1	$528K	Buy	940 +126	+15%	+$74.4K	0.1%	101
2024 Q4	$479K	Sell	814 -37	-4%	-$21.9K	0.1%	104
2024 Q3	$491K	Sell	851 -67	-7%	-$37.3K	0.1%	99
2024 Q2	$502K	Sell	918 -1,555	-63%	-$818K	0.11%	97
2024 Q1	$1.3M	Buy	2,473 +856	+53%	+$428K	0.29%	58
2023 Q4	$772K	Sell	1,617 -16	-1%	-$7.16K	0.19%	74
2023 Q3	$701K	Sell	1,633 -87	-5%	-$38.9K	0.2%	81
2023 Q2	$766K	Buy	1,720 +576	+50%	+$243K	0.22%	70
2023 Q1	$470K	Sell	1,144 -290	-20%	-$116K	0.14%	95
2022 Q4	$551K	Sell	1,434 -256	-15%	-$98.8K	0.17%	89
2022 Q3	$606K	Sell	1,690 -525	-24%	-$210K	0.21%	82
2022 Q2	$840K	Buy	2,215 +177	+9%	+$72.8K	0.27%	68
2022 Q1	$925K	Sell	2,038 -838	-29%	-$375K	0.29%	59
2021 Q4	$1.37M	Buy	+2,876	New	+$1.33M	0.46%	45

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

Security Financial Services's IVV Position: Q2 2026 in Review

Security Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 37% in Q2 2026, buying an estimated $170K and bringing the position to 865 shares worth $648K. The position accounts for 0.09% of the portfolio, ranked #116.

Security Financial Services first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q4 2021. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Security Financial Services held 865 shares of iShares Core S&P 500 ETF worth $648K as of Q2 2026.
Security Financial Services bought 234 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $170K.
iShares Core S&P 500 ETF made up 0.09% of Security Financial Services's portfolio in Q2 2026, its #116 holding.
Security Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's iShares Core S&P 500 ETF position peaked at $1.37M in Q4 2021.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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