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

Team 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 		$1.27M Buy
1,695
+248
+17% +$181K 0.54% 20
2026
Q1 		$945K Buy
1,447
+63
+5% +$43K 0.43% 19
2025
Q4 		$948K Buy
1,384
+143
+12% +$97.1K 0.43% 18
2025
Q3 		$830K Buy
1,241
+34
+3% +$21.9K 0.38% 18
2025
Q2 		$750K Buy
1,207
+357
+42% +$205K 0.37% 19
2025
Q1 		$478K Sell
850
-53
-6% -$31.3K 0.28% 24
2024
Q4 		$531K Buy
903
+13
+1% +$7.7K 0.3% 25
2024
Q3 		$514K Buy
890
+59
+7% +$32.8K 0.31% 25
2024
Q2 		$455K Buy
831
+6
+0.7% +$3.15K 0.29% 23
2024
Q1 		$434K Sell
825
-63
-7% -$31.5K 0.29% 23
2023
Q4 		$424K Buy
888
+828
+1,380% +$371K 0.3% 20
2023
Q3 		$25.7K Buy
+60
New +$26.8K 0.02% 86

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Team Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, buying an estimated $181K and bringing the position to 1,695 shares worth $1.27M. The position accounts for 0.54% of the portfolio, ranked #20.

Team Financial Group first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Team Financial Group held 1,695 shares of iShares Core S&P 500 ETF worth $1.27M as of Q2 2026.
  • Team Financial Group bought 248 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $181K.
  • iShares Core S&P 500 ETF made up 0.54% of Team Financial Group's portfolio in Q2 2026, its #20 holding.
  • Team Financial Group first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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