USA FINANCIAL FORMULAS’s iShares Core S&P 500 ETF IVV Stock Holding History

USA FINANCIAL FORMULAS’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	$56.6M	Buy	+75,606	New	+$55.1M	10.37%	6

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

USA FINANCIAL FORMULAS's IVV Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 75,606 shares worth $56.6M. The stake represents 10.37% of the portfolio and ranks #6 among its holdings.

2,418 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

USA FINANCIAL FORMULAS held 75,606 shares of iShares Core S&P 500 ETF worth $56.6M as of Q2 2026.
iShares Core S&P 500 ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares Core S&P 500 ETF made up 10.37% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #6 holding.
2,418 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.