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

Taylor Financial Group’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	$591K	Hold	789	–	–	0.32%	66
2026 Q1	$515K	Hold	789	–	–	0.31%	64
2025 Q4	$540K	Sell	789 -1	-0.1%	-$679	0.32%	63
2025 Q3	$529K	Sell	790 -7	-0.9%	-$4.51K	0.3%	65
2025 Q2	$495K	Sell	797 -23	-3%	-$13.2K	0.31%	63
2025 Q1	$461K	Hold	820	–	–	0.32%	61
2024 Q4	$483K	Hold	820	–	–	0.33%	60
2024 Q3	$473K	Sell	820 -15	-2%	-$8.34K	0.33%	59
2024 Q2	$457K	Sell	835 -23	-3%	-$12.1K	0.35%	61
2024 Q1	$451K	Hold	858	–	–	0.34%	60
2023 Q4	$410K	Buy	+858	New	+$384K	0.34%	63

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

Taylor Financial Group's IVV Position: Q2 2026 in Review

Taylor Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 789 shares worth $591K. The position accounts for 0.32% of the portfolio, ranked #66.

Taylor Financial Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Taylor Financial Group held 789 shares of iShares Core S&P 500 ETF worth $591K as of Q2 2026.
Taylor Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.32% of Taylor Financial Group's portfolio in Q2 2026, its #66 holding.
Taylor Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.