White & Co Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

White & Co 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	$277K	Hold	370	–	–	0.17%	18
2026 Q1	$242K	Sell	370 -54	-13%	-$36.9K	0.17%	19
2025 Q4	$290K	Hold	424	–	–	0.22%	17
2025 Q3	$284K	Sell	424 -39	-8%	-$25.1K	0.21%	17
2025 Q2	$286K	Sell	463 -64	-12%	-$36.7K	0.23%	17
2025 Q1	$294K	Sell	527 -99	-16%	-$58.5K	0.25%	17
2024 Q4	$369K	Buy	+626	New	+$371K	0.31%	17

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

White & Co Financial Planning's IVV Position: Q2 2026 in Review

White & Co Financial Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 370 shares worth $277K. The position accounts for 0.17% of the portfolio, ranked #18.

White & Co Financial Planning first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q4 2024. 4,079 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

White & Co Financial Planning held 370 shares of iShares Core S&P 500 ETF worth $277K as of Q2 2026.
White & Co Financial Planning left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.17% of White & Co Financial Planning's portfolio in Q2 2026, its #18 holding.
White & Co Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
White & Co Financial Planning's iShares Core S&P 500 ETF position peaked at $369K in Q4 2024.
4,079 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.