Stonebridge Financial Group, LLC/CA’s iShares Core S&P 500 ETF IVV Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$555K	Buy	+742	New	+$540K	0.08%	162

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

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 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

Stonebridge Financial Group, LLC/CA's IVV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 742 shares worth $555K. The stake represents 0.08% of the portfolio and ranks #162 among its holdings.

3,630 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 742 shares of iShares Core S&P 500 ETF worth $555K as of Q2 2026.
iShares Core S&P 500 ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares Core S&P 500 ETF made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #162 holding.
3,630 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.