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Atwater Malick’s iShares Core S&P 500 ETF IVV Stock Holding History

Atwater Malick’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 		$35.7M Buy
54,723
+3,817
+7% +$2.61M 9.65% 1
2025
Q4 		$34.9M Buy
50,906
+5,203
+11% +$3.53M 9.61% 1
2025
Q3 		$30.6M Buy
45,703
+9,902
+28% +$6.38M 8.88% 1
2025
Q2 		$22.2M Buy
35,801
+830
+2% +$477K 7.04% 1
2025
Q1 		$19.6M Buy
34,971
+1,428
+4% +$843K 6.65% 2
2024
Q4 		$19.7M Buy
33,543
+411
+1% +$243K 6.62% 2
2024
Q3 		$19.1M Buy
33,132
+2,100
+7% +$1.17M 6.15% 3
2024
Q2 		$17M Buy
31,032
+27,069
+683% +$14.2M 5.85% 3
2024
Q1 		$2.08M Buy
3,963
+1,563
+65% +$782K 0.73% 28
2023
Q4 		$1.15M Buy
2,400
+53
+2% +$23.7K 0.45% 33
2023
Q3 		$1.01M Buy
2,347
+13
+0.6% +$5.82K 0.44% 35
2023
Q2 		$1.04M Sell
2,334
-265
-10% -$112K 0.44% 30
2023
Q1 		$1.07M Buy
2,599
+357
+16% +$143K 0.5% 28
2022
Q4 		$862K Buy
2,242
+18
+0.8% +$6.95K 0.42% 29
2022
Q3 		$798K Sell
2,224
-514
-19% -$205K 0.45% 29
2022
Q2 		$1.04M Buy
2,738
+11
+0.4% +$4.53K 0.55% 29
2022
Q1 		$1.24M Buy
2,727
+7
+0.3% +$3.13K 0.6% 28
2021
Q4 		$1.3M Sell
2,720
-8
-0.3% -$3.69K 0.6% 29
2021
Q3 		$1.18M Buy
2,728
+43
+2% +$19.1K 0.62% 29
2021
Q2 		$1.15M Sell
2,685
-316
-11% -$132K 0.64% 29
2021
Q1 		$1.19M Sell
3,001
-317
-10% -$123K 0.73% 28
2020
Q4 		$1.25M Buy
3,318
+32
+1% +$11.4K 0.78% 28
2020
Q3 		$1.1M Sell
3,286
-197
-6% -$65.6K 0.77% 28
2020
Q2 		$1.08M Buy
3,483
+8
+0.2% +$2.35K 0.85% 28
2020
Q1 		$898K Buy
3,475
+409
+13% +$125K 0.86% 25
2019
Q4 		$991K Buy
3,066
+208
+7% +$64.4K 0.79% 26
2019
Q3 		$853K Sell
2,858
-6
-0.2% -$1.78K 0.72% 26
2019
Q2 		$844K Buy
2,864
+2
+0.1% +$580 0.77% 26
2019
Q1 		$815K Sell
2,862
-128
-4% -$35K 0.8% 26
2018
Q4 		$752K Buy
+2,990
New +$812K 0.84% 26

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atwater Malick's IVV Position: Q1 2026 in Review

Atwater Malick increased its iShares Core S&P 500 ETF (IVV) stake by 7.5% in Q1 2026, buying an estimated $2.61M and bringing the position to 54,723 shares worth $35.7M. The position accounts for 9.65% of the portfolio, ranked #1.

Atwater Malick first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Atwater Malick held 54,723 shares of iShares Core S&P 500 ETF worth $35.7M as of Q1 2026.
  • Atwater Malick bought 3,817 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.61M.
  • iShares Core S&P 500 ETF made up 9.65% of Atwater Malick's portfolio in Q1 2026, its #1 holding.
  • Atwater Malick first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.