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

Snider Financial Group’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 		$53.2M Buy
71,089
+5,552
+8% +$4.04M 13.55% 1
2026
Q1 		$42.8M Buy
65,537
+2,902
+5% +$1.98M 12.92% 1
2025
Q4 		$42.9M Buy
62,635
+3,046
+5% +$2.07M 11.43% 1
2025
Q3 		$39.9M Buy
59,589
+212
+0.4% +$137K 10.88% 1
2025
Q2 		$36.9M Buy
59,377
+2,318
+4% +$1.33M 10.63% 1
2025
Q1 		$32.1M Buy
57,059
+402
+0.7% +$237K 10.42% 1
2024
Q4 		$33.4M Sell
56,657
-2,378
-4% -$1.41M 10.33% 1
2024
Q3 		$34.1M Sell
59,035
-950
-2% -$528K 12.46% 1
2024
Q2 		$32.8M Buy
59,985
+13,111
+28% +$6.89M 12.67% 1
2024
Q1 		$24.6M Buy
46,874
+14,553
+45% +$7.28M 10.27% 2
2023
Q4 		$15.4M Sell
32,321
-449
-1% -$201K 7.11% 3
2023
Q3 		$14.1M Sell
32,770
-1,679
-5% -$751K 6.8% 4
2023
Q2 		$15.4M Buy
34,449
+762
+2% +$321K 7.34% 3
2023
Q1 		$13.8M Sell
33,687
-1,286
-4% -$516K 7.38% 4
2022
Q4 		$13.4M Sell
34,973
-309
-0.9% -$119K 7.43% 4
2022
Q3 		$13.4M Buy
35,282
+9,405
+36% +$3.76M 7.27% 4
2022
Q2 		$9.81M Buy
25,877
+745
+3% +$306K 5.34% 4
2022
Q1 		$11.4M Buy
25,132
+628
+3% +$281K 5.19% 4
2021
Q4 		$11.8M Buy
24,504
+194
+0.8% +$89.4K 4.99% 4
2021
Q3 		$11.2M Buy
24,310
+383
+2% +$170K 4.88% 5
2021
Q2 		$10.4M Buy
+23,927
New +$10M 4.88% 4

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Snider Financial Group's IVV Position: Q2 2026 in Review

Snider Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 8.5% in Q2 2026, buying an estimated $4.04M and bringing the position to 71,089 shares worth $53.2M. The position accounts for 13.55% of the portfolio, ranked #1.

Snider Financial Group first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Snider Financial Group held 71,089 shares of iShares Core S&P 500 ETF worth $53.2M as of Q2 2026.
  • Snider Financial Group bought 5,552 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.04M.
  • iShares Core S&P 500 ETF made up 13.55% of Snider Financial Group's portfolio in Q2 2026, its #1 holding.
  • Snider Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.