SFPG
IVV icon

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

Stonebridge Financial Planning 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 		$6.2M Sell
8,275
-195
-2% -$142K 1.97% 7
2026
Q1 		$5.53M Sell
8,470
-482
-5% -$329K 2.03% 8
2025
Q4 		$6.13M Sell
8,952
-264
-3% -$179K 2.21% 5
2025
Q3 		$6.17M Sell
9,216
-230
-2% -$148K 2.32% 5
2025
Q2 		$5.87M Sell
9,446
-323
-3% -$185K 2.45% 5
2025
Q1 		$5.49M Sell
9,769
-469
-5% -$277K 2.51% 5
2024
Q4 		$6.03M Sell
10,238
-19
-0.2% -$11.2K 2.69% 5
2024
Q3 		$5.92M Sell
10,257
-87
-0.8% -$48.4K 2.82% 5
2024
Q2 		$5.66M Sell
10,344
-16
-0.2% -$8.41K 2.84% 4
2024
Q1 		$5.45M Sell
10,360
-254
-2% -$127K 2.88% 6
2023
Q4 		$5.07M Sell
10,614
-32
-0.3% -$14.3K 2.92% 5
2023
Q3 		$4.57M Sell
10,646
-20
-0.2% -$8.95K 2.93% 5
2023
Q2 		$4.75M Sell
10,666
-364
-3% -$153K 2.9% 5
2023
Q1 		$4.53M Sell
11,030
-320
-3% -$128K 2.93% 5
2022
Q4 		$4.36M Sell
11,350
-12
-0.1% -$4.63K 2.9% 5
2022
Q3 		$4.08M Sell
11,362
-251
-2% -$100K 2.85% 5
2022
Q2 		$4.4M Sell
11,613
-1,464
-11% -$602K 2.99% 4
2022
Q1 		$5.93M Sell
13,077
-80
-0.6% -$35.8K 3.32% 4
2021
Q4 		$5.84M Buy
13,157
+79
+0.6% +$36.4K 3.06% 4
2021
Q3 		$6.1M Buy
13,078
+127
+1% +$56.3K 2.98% 3
2021
Q2 		$5.69M Buy
12,951
+705
+6% +$295K 3.02% 5
2021
Q1 		$5.06M Buy
12,246
+231
+2% +$89.4K 2.96% 6
2020
Q4 		$4.51M Buy
12,015
+87
+0.7% +$31K 2.86% 7
2020
Q3 		$4.16M Buy
11,928
+55
+0.5% +$18.3K 2.99% 7
2020
Q2 		$3.72M Sell
11,873
-191
-2% -$56.1K 3.17% 5
2020
Q1 		$3.32M Sell
12,064
-95
-0.8% -$29.1K 3.31% 3
2019
Q4 		$3.93M Buy
+12,159
New +$3.76M 3.55% 3

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

Stonebridge Financial Planning Group's IVV Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, selling an estimated $142K and leaving 8,275 shares worth $6.2M. The position accounts for 1.97% of the portfolio, ranked #7.

Stonebridge Financial Planning Group first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stonebridge Financial Planning Group held 8,275 shares of iShares Core S&P 500 ETF worth $6.2M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 195 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $142K.
  • iShares Core S&P 500 ETF made up 1.97% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #7 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.