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

Succession Financial’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	$502K	Buy	+671	New	+$489K	0.48%	20

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Succession Financial's IVV Position: Q2 2026 in Review

Succession Financial opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 671 shares worth $502K. The stake represents 0.48% of the portfolio and ranks #20 among its holdings.

3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Succession Financial held 671 shares of iShares Core S&P 500 ETF worth $502K as of Q2 2026.
iShares Core S&P 500 ETF was a new Succession Financial position in Q2 2026.
iShares Core S&P 500 ETF made up 0.48% of Succession Financial's portfolio in Q2 2026, its #20 holding.
3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.