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

Strategic Financial Planning’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	$860K	Buy	1,149 +487	+74%	+$355K	0.45%	30
2026 Q1	$396K	Sell	662 -487	-42%	-$333K	0.23%	33
2025 Q4	$787K	Hold	1,149	–	–	0.45%	30
2025 Q3	$769K	Hold	1,149	–	–	0.45%	29
2025 Q2	$713K	Hold	1,149	–	–	0.44%	28
2025 Q1	$645K	Hold	1,149	–	–	0.45%	27
2024 Q4	$676K	Hold	1,149	–	–	0.46%	27
2024 Q3	$662K	Hold	1,149	–	–	0.44%	27
2024 Q2	$629K	Hold	1,149	–	–	0.45%	26
2024 Q1	$604K	Hold	1,149	–	–	0.45%	26
2023 Q4	$549K	Hold	1,149	–	–	0.43%	27
2023 Q3	$493K	Hold	1,149	–	–	0.45%	26
2023 Q2	$512K	Hold	1,149	–	–	0.45%	26
2023 Q1	$472K	Hold	1,149	–	–	0.43%	26
2022 Q4	$441K	Hold	1,149	–	–	0.43%	26
2022 Q3	$412K	Hold	1,149	–	–	0.43%	28
2022 Q2	$435K	Hold	1,149	–	–	0.42%	28
2022 Q1	$521K	Hold	1,149	–	–	0.43%	27
2021 Q4	$548K	Hold	1,149	–	–	0.39%	27
2021 Q3	$495K	Hold	1,149	–	–	0.36%	28
2021 Q2	$494K	Hold	1,149	–	–	0.36%	28
2021 Q1	$457K	Hold	1,149	–	–	0.34%	27
2020 Q4	$431K	Hold	1,149	–	–	0.38%	27
2020 Q3	$386K	Sell	1,149 -16	-1%	-$5.33K	0.4%	26
2020 Q2	$361K	Hold	1,165	–	–	0.4%	26
2020 Q1	$301K	Sell	1,165 -12	-1%	-$3.68K	0.4%	26
2019 Q4	$380K	Buy	+1,177	New	+$364K	0.37%	26

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 Financial Planning's IVV Position: Q2 2026 in Review

Strategic Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 74% in Q2 2026, buying an estimated $355K and bringing the position to 1,149 shares worth $860K. The position accounts for 0.45% of the portfolio, ranked #30.

Strategic Financial Planning first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Strategic Financial Planning held 1,149 shares of iShares Core S&P 500 ETF worth $860K as of Q2 2026.
Strategic Financial Planning bought 487 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $355K.
iShares Core S&P 500 ETF made up 0.45% of Strategic Financial Planning's portfolio in Q2 2026, its #30 holding.
Strategic Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.