SFG Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

SFG Wealth Management’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	$333K	Sell	445 -118	-21%	-$85.9K	0.12%	100
2026 Q1	$367K	Sell	563 -150	-21%	-$102K	0.15%	81
2025 Q4	$489K	Buy	713 +120	+20%	+$81.5K	0.19%	81
2025 Q3	$397K	Hold	593	–	–	0.17%	90
2025 Q2	$368K	Buy	593 +48	+9%	+$27.6K	0.22%	59
2025 Q1	$306K	Sell	545 -23	-4%	-$13.6K	0.15%	96
2024 Q4	$335K	Sell	568 -32	-5%	-$18.9K	0.18%	71
2024 Q3	$346K	Sell	600 -185	-24%	-$103K	0.18%	68
2024 Q2	$429K	Buy	785 +58	+8%	+$30.5K	0.24%	59
2024 Q1	$382K	Buy	727 +149	+26%	+$74.6K	0.23%	64
2023 Q4	$276K	Sell	578 -217	-27%	-$97.1K	0.18%	79
2023 Q3	$341K	Buy	795 +12	+2%	+$5.37K	0.27%	61
2023 Q2	$349K	Sell	783 -78	-9%	-$32.9K	0.29%	65
2023 Q1	$354K	Buy	861 +1	+0.1%	+$401	0.39%	46
2022 Q4	$330K	Buy	860 +10	+1%	+$3.86K	0.41%	49
2022 Q3	$305K	Sell	850 -8	-0.9%	-$3.19K	0.41%	51
2022 Q2	$325K	Buy	858 +1	+0.1%	+$411	0.38%	53
2022 Q1	$389K	Sell	857 -40	-4%	-$17.9K	0.36%	53
2021 Q4	$428K	Buy	+897	New	+$413K	0.38%	59

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

SFG Wealth Management's IVV Position: Q2 2026 in Review

SFG Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, selling an estimated $85.9K and leaving 445 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #100.

SFG Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $489K in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

SFG Wealth Management held 445 shares of iShares Core S&P 500 ETF worth $333K as of Q2 2026.
SFG Wealth Management sold 118 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $85.9K.
iShares Core S&P 500 ETF made up 0.12% of SFG Wealth Management's portfolio in Q2 2026, its #100 holding.
SFG Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
SFG Wealth Management's iShares Core S&P 500 ETF position peaked at $489K in Q4 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.