Appleton Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Appleton Partners’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	$4.21M	Buy	5,616 +408	+8%	+$297K	0.26%	87
2026 Q1	$3.4M	Sell	5,208 -18	-0.3%	-$12.3K	0.24%	90
2025 Q4	$3.58M	Buy	5,226 +10	+0.2%	+$6.79K	0.24%	91
2025 Q3	$3.49M	Sell	5,216 -186	-3%	-$120K	0.23%	88
2025 Q2	$3.35M	Buy	5,402 +440	+9%	+$253K	0.24%	91
2025 Q1	$2.79M	Buy	4,962 +29	+0.6%	+$17.1K	0.22%	95
2024 Q4	$2.9M	Sell	4,933 -177	-3%	-$105K	0.21%	95
2024 Q3	$2.95M	Sell	5,110 -181	-3%	-$101K	0.22%	94
2024 Q2	$2.9M	Hold	5,291	–	–	0.22%	90
2024 Q1	$2.78M	Sell	5,291 -89	-2%	-$44.5K	0.22%	95
2023 Q4	$2.57M	Buy	5,380 +69	+1%	+$30.9K	0.21%	97
2023 Q3	$2.28M	Buy	5,311 +35	+0.7%	+$15.7K	0.2%	99
2023 Q2	$2.35M	Sell	5,276 -18	-0.3%	-$7.59K	0.2%	101
2023 Q1	$2.18M	Buy	5,294 +207	+4%	+$83K	0.19%	107
2022 Q4	$1.95M	Hold	5,087	–	–	0.19%	110
2022 Q3	$1.82M	Sell	5,087 -255	-5%	-$102K	0.18%	110
2022 Q2	$2.02M	Sell	5,342 -181	-3%	-$74.5K	0.19%	104
2022 Q1	$2.51M	Buy	5,523 +494	+10%	+$221K	0.2%	102
2021 Q4	$2.4M	Sell	5,029 -7	-0.1%	-$3.23K	0.18%	111
2021 Q3	$2.17M	Buy	5,036 +373	+8%	+$165K	0.18%	115
2021 Q2	$2M	Sell	4,663 -30	-0.6%	-$12.6K	0.17%	116
2021 Q1	$1.87M	Sell	4,693 -265	-5%	-$103K	0.17%	121
2020 Q4	$1.86M	Sell	4,958 -438	-8%	-$156K	0.18%	112
2020 Q3	$1.81M	Sell	5,396 -614	-10%	-$204K	0.2%	102
2020 Q2	$1.86M	Sell	6,010 -126	-2%	-$37K	0.22%	100
2020 Q1	$1.58M	Sell	6,136 -113	-2%	-$34.6K	0.22%	101
2019 Q4	$2.02M	Hold	6,249	–	–	0.22%	109
2019 Q3	$1.86M	Buy	6,249 +8	+0.1%	+$2.38K	0.23%	109
2019 Q2	$1.84M	Sell	6,241 -427	-6%	-$124K	0.23%	108
2019 Q1	$1.9M	Sell	6,668 -176	-3%	-$48.1K	0.25%	105
2018 Q4	$1.72M	Buy	6,844 +5	+0.1%	+$1.36K	0.26%	104
2018 Q3	$2M	Buy	6,839 +728	+12%	+$209K	0.27%	98
2018 Q2	$1.67M	Buy	6,111 +1,550	+34%	+$422K	0.24%	103
2018 Q1	$1.21M	Sell	4,561 -133	-3%	-$36.6K	0.18%	125
2017 Q4	$1.26M	Sell	4,694 -105	-2%	-$27.5K	0.2%	122
2017 Q3	$1.21M	Sell	4,799 -276	-5%	-$68.5K	0.2%	115
2017 Q2	$1.24M	Sell	5,075 -1,750	-26%	-$422K	0.21%	113
2017 Q1	$1.62M	Buy	+6,825	New	+$1.6M	0.3%	89

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

Appleton Partners's IVV Position: Q2 2026 in Review

Appleton Partners increased its iShares Core S&P 500 ETF (IVV) stake by 7.8% in Q2 2026, buying an estimated $297K and bringing the position to 5,616 shares worth $4.21M. The position accounts for 0.26% of the portfolio, ranked #87.

Appleton Partners first reported a position in IVV in Q1 2017 and has held it in 38 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Appleton Partners held 5,616 shares of iShares Core S&P 500 ETF worth $4.21M as of Q2 2026.
Appleton Partners bought 408 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $297K.
iShares Core S&P 500 ETF made up 0.26% of Appleton Partners's portfolio in Q2 2026, its #87 holding.
Appleton Partners first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 38 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.