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

Strategic 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	$1.27M	Hold	1,702	–	–	0.06%	65
2026 Q1	$1.11M	Buy	+1,702	New	+$1.16M	0.05%	69
2022 Q2	–	Sell	-580	Closed	-$263K	–	137
2022 Q1	$263K	Buy	+580	New	+$259K	0.02%	122
2021 Q3	–	Sell	-580	Closed	-$249K	–	133
2021 Q2	$249K	Hold	580	–	–	0.02%	127
2021 Q1	$231K	Hold	580	–	–	0.02%	126
2020 Q4	$218K	Buy	+580	New	+$206K	0.02%	127

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 Services's IVV Position: Q2 2026 in Review

Strategic Financial Services held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,702 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #65.

Strategic Financial Services first reported a position in IVV in Q4 2020 and has held it in 6 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Strategic Financial Services held 1,702 shares of iShares Core S&P 500 ETF worth $1.27M as of Q2 2026.
Strategic Financial Services left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.06% of Strategic Financial Services's portfolio in Q2 2026, its #65 holding.
Strategic Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 6 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.