Anchor Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Anchor Capital Advisors’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	$720K	Sell	962 -692	-42%	-$504K	0.02%	187
2026 Q1	$1.08M	Sell	1,654 -218	-12%	-$149K	0.03%	158
2025 Q4	$1.28M	Buy	1,872 +891	+91%	+$605K	0.04%	156
2025 Q3	$657K	Buy	981 +19	+2%	+$12.2K	0.02%	196
2025 Q2	$597K	Sell	962 -45	-4%	-$25.8K	0.02%	199
2025 Q1	$566K	Sell	1,007 -250	-20%	-$148K	0.02%	195
2024 Q4	$740K	Hold	1,257	–	–	0.02%	191
2024 Q3	$725K	Hold	1,257	–	–	0.02%	188
2024 Q2	$688K	Buy	1,257 +51	+4%	+$26.8K	0.02%	186
2024 Q1	$634K	Sell	1,206 -25	-2%	-$12.5K	0.02%	192
2023 Q4	$588K	Sell	1,231 -25	-2%	-$11.2K	0.02%	198
2023 Q3	$539K	Buy	+1,256	New	+$562K	0.02%	205

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

Anchor Capital Advisors's IVV Position: Q2 2026 in Review

Anchor Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 42% in Q2 2026, selling an estimated $504K and leaving 962 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #187.

Anchor Capital Advisors first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Anchor Capital Advisors held 962 shares of iShares Core S&P 500 ETF worth $720K as of Q2 2026.
Anchor Capital Advisors sold 692 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $504K.
iShares Core S&P 500 ETF made up 0.02% of Anchor Capital Advisors's portfolio in Q2 2026, its #187 holding.
Anchor Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Anchor Capital Advisors's iShares Core S&P 500 ETF position peaked at $1.28M in Q4 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.