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Stonebridge Financial Group (Pennsylvania)’s iShares Core S&P 500 ETF IVV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$350K Sell
467
-58
-11% -$42.2K 0.03% 212
2026
Q1 		$343K Sell
525
-2,167
-80% -$1.48M 0.03% 199
2025
Q4 		$1.84M Buy
2,692
+2,168
+414% +$1.47M 0.16% 101
2025
Q3 		$351K Sell
524
-2
-0.4% -$1.29K 0.03% 191
2025
Q2 		$327K Sell
526
-183
-26% -$105K 0.03% 186
2025
Q1 		$398K Buy
709
+136
+24% +$80.3K 0.04% 161
2024
Q4 		$337K Buy
+573
New +$339K 0.04% 179

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Envestnet Asset Management
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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IVV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $42.2K and leaving 467 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #212.

Stonebridge Financial Group (Pennsylvania) first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q4 2025. 3,650 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 467 shares of iShares Core S&P 500 ETF worth $350K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 58 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $42.2K.
  • iShares Core S&P 500 ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #212 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Core S&P 500 ETF position peaked at $1.84M in Q4 2025.
  • 3,650 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.