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

Wills Financial 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	$1.66M	Sell	2,219 -24	-1%	-$17.5K	0.6%	41
2026 Q1	$1.67M	Buy	2,243 +5	+0.2%	+$3.41K	0.63%	42
2025 Q4	$1.53M	Buy	2,238 +25	+1%	+$17K	0.59%	39
2025 Q3	$1.48M	Buy	2,213 +119	+6%	+$76.6K	0.61%	35
2025 Q2	$1.3M	Buy	2,094 +1,374	+191%	+$789K	0.56%	36
2025 Q1	$405K	Buy	720 +95	+15%	+$56.1K	0.18%	50
2024 Q4	$368K	Buy	625 +20	+3%	+$11.8K	0.16%	53
2024 Q3	$349K	Hold	605	–	–	0.15%	54
2024 Q2	$331K	Hold	605	–	–	0.15%	52
2024 Q1	$318K	Hold	605	–	–	0.15%	52
2023 Q4	$289K	Buy	+605	New	+$271K	0.15%	51

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wills Financial Group's IVV Position: Q2 2026 in Review

Wills Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, selling an estimated $17.5K and leaving 2,219 shares worth $1.66M. The position accounts for 0.6% of the portfolio, ranked #41.

Wills Financial Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wills Financial Group held 2,219 shares of iShares Core S&P 500 ETF worth $1.66M as of Q2 2026.
Wills Financial Group sold 24 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $17.5K.
iShares Core S&P 500 ETF made up 0.6% of Wills Financial Group's portfolio in Q2 2026, its #41 holding.
Wills Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Wills Financial Group's iShares Core S&P 500 ETF position peaked at $1.67M in Q1 2026.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.