Strategic Family Wealth Counselors’s iShares Core S&P 500 ETF IVV Stock Holding History

Strategic Family Wealth Counselors’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	$971K	Buy	1,297 +47	+4%	+$34.2K	0.23%	79
2026 Q1	$817K	Hold	1,250	–	–	0.21%	79
2025 Q4	$851K	Hold	1,250	–	–	0.19%	88
2025 Q3	$837K	Sell	1,250 -17	-1%	-$10.9K	0.22%	72
2025 Q2	$787K	Buy	1,267 +508	+67%	+$292K	0.22%	70
2025 Q1	$426K	Hold	759	–	–	0.14%	89
2024 Q4	$447K	Buy	759 +1	+0.1%	+$592	0.15%	86
2024 Q3	$437K	Buy	758 +67	+10%	+$37.3K	0.15%	82
2024 Q2	$378K	Buy	691 +3	+0.4%	+$1.58K	0.14%	83
2024 Q1	$361K	Buy	688 +19	+3%	+$9.51K	0.14%	79
2023 Q4	$320K	Buy	669 +4	+0.6%	+$1.79K	0.13%	83
2023 Q3	$286K	Hold	665	–	–	0.14%	81
2023 Q2	$297K	Buy	665 +1	+0.2%	+$421	0.14%	79
2023 Q1	$273K	Buy	664 +2	+0.3%	+$802	0.13%	82
2022 Q4	$255K	Buy	662 +4	+0.6%	+$1.54K	0.13%	87
2022 Q3	$236K	Hold	658	–	–	0.12%	80
2022 Q2	$250K	Buy	+658	New	+$271K	0.12%	78

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

Strategic Family Wealth Counselors's IVV Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q2 2026, buying an estimated $34.2K and bringing the position to 1,297 shares worth $971K. The position accounts for 0.23% of the portfolio, ranked #79.

Strategic Family Wealth Counselors first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Strategic Family Wealth Counselors held 1,297 shares of iShares Core S&P 500 ETF worth $971K as of Q2 2026.
Strategic Family Wealth Counselors bought 47 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $34.2K.
iShares Core S&P 500 ETF made up 0.23% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #79 holding.
Strategic Family Wealth Counselors first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.