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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Anchor Capital Advisors's IVV Position: Q1 2026 in Review

Anchor Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q1 2026, selling an estimated $149K and leaving 1,654 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #158.

Anchor Capital Advisors first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Anchor Capital Advisors held 1,654 shares of iShares Core S&P 500 ETF worth $1.08M as of Q1 2026.
Anchor Capital Advisors sold 218 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $149K.
iShares Core S&P 500 ETF made up 0.03% of Anchor Capital Advisors's portfolio in Q1 2026, its #158 holding.
Anchor Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Anchor Capital Advisors's iShares Core S&P 500 ETF position peaked at $1.28M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.