Schuylkill Financial LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Schuylkill Financial LLC’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	$11M	Buy	+14,627	New	+$10.7M	10.13%	1

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Schuylkill Financial LLC's IVV Position: Q2 2026 in Review

Schuylkill Financial LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 14,627 shares worth $11M. The stake represents 10.13% of the portfolio and ranks #1 among its holdings.

3,820 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Schuylkill Financial LLC held 14,627 shares of iShares Core S&P 500 ETF worth $11M as of Q2 2026.
iShares Core S&P 500 ETF was a new Schuylkill Financial LLC position in Q2 2026.
iShares Core S&P 500 ETF made up 10.13% of Schuylkill Financial LLC's portfolio in Q2 2026, its #1 holding.
3,820 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Schuylkill Financial LLC's 13F filing for Q2 2026, filed 7 Aug 2026.