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

Tobias Financial Advisors’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	$1.97M	Sell	2,630 -379	-13%	-$276K	0.25%	49
2026 Q1	$1.97M	Sell	3,009 -321	-10%	-$219K	0.27%	47
2025 Q4	$2.28M	Sell	3,330 -233	-7%	-$158K	0.32%	46
2025 Q3	$2.38M	Sell	3,563 -896	-20%	-$577K	0.36%	47
2025 Q2	$2.77M	Buy	4,459 +3,472	+352%	+$1.99M	0.47%	42
2025 Q1	$555K	Buy	987 +30	+3%	+$17.7K	0.11%	68
2024 Q4	$563K	Buy	957 +123	+15%	+$72.8K	0.11%	69
2024 Q3	$481K	Hold	834	–	–	0.1%	69
2024 Q2	$456K	Hold	834	–	–	0.1%	68
2024 Q1	$438K	Hold	834	–	–	0.1%	68
2023 Q4	$398K	Hold	834	–	–	0.1%	68
2023 Q3	$358K	Buy	+834	New	+$373K	0.09%	68
2022 Q1	–	Sell	-3,792	Closed	-$1.81M	–	100
2021 Q4	$1.81M	Buy	+3,792	New	+$1.75M	0.14%	58

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

Tobias Financial Advisors's IVV Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $276K and leaving 2,630 shares worth $1.97M. The position accounts for 0.25% of the portfolio, ranked #49.

Tobias Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.77M in Q2 2025. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Tobias Financial Advisors held 2,630 shares of iShares Core S&P 500 ETF worth $1.97M as of Q2 2026.
Tobias Financial Advisors sold 379 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $276K.
iShares Core S&P 500 ETF made up 0.25% of Tobias Financial Advisors's portfolio in Q2 2026, its #49 holding.
Tobias Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
Tobias Financial Advisors's iShares Core S&P 500 ETF position peaked at $2.77M in Q2 2025.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.