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

United Financial Planning 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 		$319K Buy
426
+1
+0.2% +$728 0.16% 44
2026
Q1 		$277K Buy
425
+29
+7% +$19.8K 0.16% 42
2025
Q4 		$272K Sell
396
-152
-28% -$103K 0.16% 48
2025
Q3 		$354K Buy
+548
New +$353K 0.22% 28

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 22.9% 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

United Financial Planning Group's IVV Position: Q2 2026 in Review

United Financial Planning Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.24% in Q2 2026, buying an estimated $728 and bringing the position to 426 shares worth $319K. The position accounts for 0.16% of the portfolio, ranked #44.

United Financial Planning Group first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $354K in Q3 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • United Financial Planning Group held 426 shares of iShares Core S&P 500 ETF worth $319K as of Q2 2026.
  • United Financial Planning Group bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.16% of United Financial Planning Group's portfolio in Q2 2026, its #44 holding.
  • United Financial Planning Group first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's iShares Core S&P 500 ETF position peaked at $354K in Q3 2025.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.