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

Symphony 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 		$13.4M Buy
17,999
+772
+4% +$562K 1.47% 18
2026
Q1 		$11.2M Buy
17,227
+450
+3% +$307K 1.48% 19
2025
Q4 		$11.5M Buy
16,777
+379
+2% +$257K 1.55% 17
2025
Q3 		$11M Sell
16,398
-3,029
-16% -$1.95M 1.34% 19
2025
Q2 		$9.66M Buy
19,427
+11,920
+159% +$6.84M 1.27% 20
2025
Q1 		$3.95M Sell
7,507
-4,775
-39% -$2.82M 2.34% 11
2024
Q4 		$7.46M Buy
12,282
+446
+4% +$264K 1.17% 25
2024
Q3 		$6.78M Buy
11,836
+444
+4% +$247K 1.12% 25
2024
Q2 		$6.25M Buy
11,392
+2,033
+22% +$1.07M 1.14% 24
2024
Q1 		$4.92M Buy
9,359
+3,431
+58% +$1.72M 1.15% 26
2023
Q4 		$2.83M Buy
5,928
+74
+1% +$33.1K 0.61% 41
2023
Q3 		$2.51M Sell
5,854
-1,280
-18% -$573K 0.62% 35
2023
Q2 		$3.14M Sell
7,134
-526
-7% -$222K 0.77% 31
2023
Q1 		$3.11M Sell
7,660
-4,242
-36% -$1.7M 0.8% 31
2022
Q4 		$4.59M Sell
11,902
-1,417
-11% -$547K 1.21% 22
2022
Q3 		$4.85M Sell
13,319
-509
-4% -$203K 1.59% 18
2022
Q2 		$5.29M Buy
13,828
+2,076
+18% +$854K 1.56% 17
2022
Q1 		$5.3M Buy
11,752
+764
+7% +$342K 1.24% 19
2021
Q4 		$5.27M Buy
10,988
+1,037
+10% +$478K 1.46% 16
2021
Q3 		$4.34M Buy
9,951
+2,290
+30% +$1.01M 1.51% 15
2021
Q2 		$3.29M Buy
+7,661
New +$3.21M 1.12% 21
2020
Q2 		– Sell
-2,780
Closed -$729K – 137
2020
Q1 		$729K Buy
+2,780
New +$852K 0.5% 41

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

Symphony Financial's IVV Position: Q2 2026 in Review

Symphony Financial increased its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, buying an estimated $562K and bringing the position to 17,999 shares worth $13.4M. The position accounts for 1.47% of the portfolio, ranked #18.

Symphony Financial first reported a position in IVV in Q1 2020 and has held it in 22 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Symphony Financial held 17,999 shares of iShares Core S&P 500 ETF worth $13.4M as of Q2 2026.
  • Symphony Financial bought 772 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $562K.
  • iShares Core S&P 500 ETF made up 1.47% of Symphony Financial's portfolio in Q2 2026, its #18 holding.
  • Symphony Financial first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 22 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.