Valtinson Bruner Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Valtinson Bruner Financial Planning’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	$317K	Buy	423 +1	+0.2%	+$728	0.08%	131
2026 Q1	$276K	Buy	422 +19	+5%	+$13K	0.08%	135
2025 Q4	$276K	Buy	403 +2	+0.5%	+$1.36K	0.08%	131
2025 Q3	$268K	Sell	401 -246	-38%	-$158K	0.08%	130
2025 Q2	$401K	Buy	647 +250	+63%	+$144K	0.13%	89
2025 Q1	$223K	Buy	397 +1	+0.3%	+$591	0.08%	130
2024 Q4	$233K	Buy	396 +43	+12%	+$25.5K	0.08%	132
2024 Q3	$204K	Buy	+353	New	+$196K	0.07%	136
2022 Q1	–	Sell	-422	Closed	-$201K	–	98
2021 Q4	$201K	Sell	422 -28	-6%	-$12.9K	0.11%	94
2021 Q3	$204K	Buy	+450	New	+$199K	0.11%	92

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

Valtinson Bruner Financial Planning's IVV Position: Q2 2026 in Review

Valtinson Bruner Financial Planning 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 423 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #131.

Valtinson Bruner Financial Planning first reported a position in IVV in Q3 2021 and has held it in 10 quarters since. The position peaked at $401K in Q2 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Valtinson Bruner Financial Planning held 423 shares of iShares Core S&P 500 ETF worth $317K as of Q2 2026.
Valtinson Bruner Financial Planning bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #131 holding.
Valtinson Bruner Financial Planning first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 10 quarters since.
Valtinson Bruner Financial Planning's iShares Core S&P 500 ETF position peaked at $401K in Q2 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.