VFIC
IVV icon

Valley Forge Investment Consultants’s iShares Core S&P 500 ETF IVV Stock Holding History

Valley Forge Investment Consultants’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
Q1 		$119M Sell
182,827
-4,230
-2% -$2.89M 35.79% 1
2025
Q4 		$128M Sell
187,057
-2,467
-1% -$1.68M 37.26% 1
2025
Q3 		$127M Buy
189,524
+9,446
+5% +$6.08M 37.1% 1
2025
Q2 		$112M Buy
180,078
+245
+0.1% +$141K 35.82% 1
2025
Q1 		$101M Buy
179,833
+3,040
+2% +$1.8M 35.97% 1
2024
Q4 		$104M Buy
176,793
+1,779
+1% +$1.05M 35.73% 1
2024
Q3 		$101M Buy
175,014
+3,574
+2% +$1.99M 35.21% 1
2024
Q2 		$93.8M Buy
171,440
+3,188
+2% +$1.68M 35.51% 1
2024
Q1 		$88.5M Buy
168,252
+6,471
+4% +$3.24M 34.5% 1
2023
Q4 		$77.3M Buy
161,781
+5,208
+3% +$2.33M 34.36% 1
2023
Q3 		$67.2M Buy
156,573
+19,390
+14% +$8.67M 30.64% 1
2023
Q2 		$61.1M Buy
137,183
+1,168
+0.9% +$492K 30.08% 1
2023
Q1 		$55.9M Sell
136,015
-1,219
-0.9% -$489K 28.96% 1
2022
Q4 		$52.7M Sell
137,234
-9,162
-6% -$3.54M 27.8% 1
2022
Q3 		$52.5M Sell
146,396
-13,908
-9% -$5.55M 28.85% 1
2022
Q2 		$60.8M Buy
160,304
+2,346
+1% +$965K 30.31% 1
2022
Q1 		$71.7M Buy
157,958
+21,369
+16% +$9.56M 29.53% 1
2021
Q4 		$65.2M Buy
136,589
+14,932
+12% +$6.88M 28.82% 1
2021
Q3 		$52.4M Buy
121,657
+7,749
+7% +$3.43M 28.14% 1
2021
Q2 		$49M Buy
113,908
+26,062
+30% +$10.9M 26.48% 1
2021
Q1 		$34.9M Buy
87,846
+17,982
+26% +$6.96M 23.93% 1
2020
Q4 		$26.2M Buy
+69,864
New +$24.9M 22.82% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Valley Forge Investment Consultants's IVV Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, selling an estimated $2.89M and leaving 182,827 shares worth $119M. The position accounts for 35.79% of the portfolio, ranked #1.

Valley Forge Investment Consultants first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $128M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Valley Forge Investment Consultants held 182,827 shares of iShares Core S&P 500 ETF worth $119M as of Q1 2026.
  • Valley Forge Investment Consultants sold 4,230 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.89M.
  • iShares Core S&P 500 ETF made up 35.79% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #1 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's iShares Core S&P 500 ETF position peaked at $128M in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.