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

Stiles 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	$868K	Buy	1,159 +24	+2%	+$17.5K	0.22%	92
2026 Q1	$741K	Buy	1,135 +103	+10%	+$70.3K	0.23%	96
2025 Q4	$707K	Buy	1,032 +8	+0.8%	+$5.43K	0.22%	100
2025 Q3	$686K	Sell	1,024 -145	-12%	-$93.4K	0.22%	101
2025 Q2	$726K	Buy	1,169 +1	+0.1%	+$574	0.25%	91
2025 Q1	$657K	Hold	1,168	–	–	0.25%	97
2024 Q4	$688K	Buy	1,168 +1	+0.1%	+$592	0.25%	93
2024 Q3	$673K	Sell	1,167 -206	-15%	-$115K	0.24%	92
2024 Q2	$751K	Buy	+1,373	New	+$722K	0.29%	84

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

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

Stiles Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, buying an estimated $17.5K and bringing the position to 1,159 shares worth $868K. The position accounts for 0.22% of the portfolio, ranked #92.

Stiles Financial Services first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Stiles Financial Services held 1,159 shares of iShares Core S&P 500 ETF worth $868K as of Q2 2026.
Stiles Financial Services bought 24 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $17.5K.
iShares Core S&P 500 ETF made up 0.22% of Stiles Financial Services's portfolio in Q2 2026, its #92 holding.
Stiles Financial Services first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.