XY Planning Network’s iShares Core S&P 500 ETF IVV Stock Holding History

XY Planning Network’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	$10.6M	Buy	14,106 +2,085	+17%	+$1.52M	1.33%	18
2026 Q1	$7.91M	Buy	12,021 +2,000	+20%	+$1.37M	1.26%	17
2025 Q4	$6.86M	Sell	10,021 -3,037	-23%	-$2.06M	1.2%	21
2025 Q3	$8.11M	Hold	13,058	–	–	2.76%	5
2025 Q2	$8.11M	Buy	13,058 +9,454	+262%	+$5.43M	2.76%	5
2025 Q1	$2.03M	Buy	+3,604	New	+$2.13M	1.35%	21

Other funds holding IVV

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

XY Planning Network's IVV Position: Q2 2026 in Review

XY Planning Network increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, buying an estimated $1.52M and bringing the position to 14,106 shares worth $10.6M. The position accounts for 1.33% of the portfolio, ranked #18.

XY Planning Network first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

XY Planning Network held 14,106 shares of iShares Core S&P 500 ETF worth $10.6M as of Q2 2026.
XY Planning Network bought 2,085 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.52M.
iShares Core S&P 500 ETF made up 1.33% of XY Planning Network's portfolio in Q2 2026, its #18 holding.
XY Planning Network first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.