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

Waller 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	$82M	Buy	109,476 +569	+0.5%	+$414K	16.88%	1
2026 Q1	$71.1M	Buy	108,907 +2,852	+3%	+$1.95M	15.7%	1
2025 Q4	$72.6M	Buy	106,055 +26,466	+33%	+$18M	16.13%	1
2025 Q3	$53.3M	Sell	79,589 -613	-0.8%	-$395K	12.22%	1
2025 Q2	$49.8M	Buy	80,202 +7,470	+10%	+$4.29M	12.04%	1
2025 Q1	$40.9M	Sell	72,732 -8,073	-10%	-$4.77M	11.48%	1
2024 Q4	$47.6M	Buy	80,805 +27,491	+52%	+$16.3M	11.99%	1
2024 Q3	$30.8M	Buy	53,314 +815	+2%	+$453K	7.63%	4
2024 Q2	$28.7M	Buy	52,499 +159	+0.3%	+$83.6K	7.72%	4
2024 Q1	$27.5M	Buy	52,340 +9,655	+23%	+$4.83M	7.33%	5
2023 Q4	$20.4M	Buy	42,685 +425	+1%	+$190K	5.36%	7
2023 Q3	$18.1M	Sell	42,260 -929	-2%	-$416K	5.28%	8
2023 Q2	$19.2M	Sell	43,189 -2,905	-6%	-$1.22M	5.31%	7
2023 Q1	$18.9M	Sell	46,094 -34,479	-43%	-$13.8M	5.37%	8
2022 Q4	$31M	Buy	80,573 +508	+0.6%	+$196K	8.98%	4
2022 Q3	$28.7M	Buy	80,065 +961	+1%	+$384K	8.78%	4
2022 Q2	$30M	Sell	79,104 -32,880	-29%	-$13.5M	8.78%	4
2022 Q1	$50.8M	Buy	111,984 +693	+0.6%	+$310K	13.46%	1
2021 Q4	$53.1M	Sell	111,291 -601	-0.5%	-$277K	13.3%	1
2021 Q3	$48.2M	Buy	111,892 +970	+0.9%	+$430K	12.81%	1
2021 Q2	$47.7M	Buy	110,922 +1,515	+1%	+$635K	12.78%	1
2021 Q1	$43.5M	Buy	109,407 +7,054	+7%	+$2.73M	12.5%	1
2020 Q4	$38.4M	Buy	102,353 +16,066	+19%	+$5.72M	11.98%	1
2020 Q3	$29M	Buy	86,287 +1,751	+2%	+$583K	10.63%	1
2020 Q2	$26.2M	Buy	84,536 +9,848	+13%	+$2.89M	10.2%	1
2020 Q1	$19.3M	Buy	74,688 +35,234	+89%	+$10.8M	10.07%	2
2019 Q4	$12.8M	Buy	39,454 +60	+0.2%	+$18.6K	6.39%	5
2019 Q3	$12M	Buy	39,394 +989	+3%	+$294K	6.36%	5
2019 Q2	$11.6M	Buy	38,405 +2,965	+8%	+$859K	6.43%	5
2019 Q1	$10.4M	Buy	35,440 +3,096	+10%	+$847K	5.99%	5
2018 Q4	$8.14M	Buy	+32,344	New	+$8.78M	5.62%	5

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Waller Financial Planning Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.52% in Q2 2026, buying an estimated $414K and bringing the position to 109,476 shares worth $82M. The position accounts for 16.88% of the portfolio, ranked #1.

Waller Financial Planning Group first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Waller Financial Planning Group held 109,476 shares of iShares Core S&P 500 ETF worth $82M as of Q2 2026.
Waller Financial Planning Group bought 569 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $414K.
iShares Core S&P 500 ETF made up 16.88% of Waller Financial Planning Group's portfolio in Q2 2026, its #1 holding.
Waller Financial Planning Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.