Baxter Bros Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Baxter Bros Inc’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	$382K	Sell	585 -150	-20%	-$102K	0.05%	127
2025 Q4	$503K	Hold	735	–	–	0.06%	115
2025 Q3	$492K	Sell	735 -31	-4%	-$20K	0.06%	114
2025 Q2	$476K	Hold	766	–	–	0.06%	110
2025 Q1	$430K	Buy	766 +25	+3%	+$14.8K	0.06%	115
2024 Q4	$436K	Hold	741	–	–	0.06%	112
2024 Q3	$427K	Hold	741	–	–	0.06%	121
2024 Q2	$405K	Hold	741	–	–	0.05%	118
2024 Q1	$390K	Hold	741	–	–	0.05%	120
2023 Q4	$354K	Hold	741	–	–	0.05%	123
2023 Q3	$318K	Buy	+741	New	+$331K	0.05%	122

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

Baxter Bros Inc's IVV Position: Q1 2026 in Review

Baxter Bros Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q1 2026, selling an estimated $102K and leaving 585 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #127.

Baxter Bros Inc first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $503K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Baxter Bros Inc held 585 shares of iShares Core S&P 500 ETF worth $382K as of Q1 2026.
Baxter Bros Inc sold 150 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $102K.
iShares Core S&P 500 ETF made up 0.05% of Baxter Bros Inc's portfolio in Q1 2026, its #127 holding.
Baxter Bros Inc first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Baxter Bros Inc's iShares Core S&P 500 ETF position peaked at $503K in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Baxter Bros Inc's 13F filing for Q1 2026, filed 28 Apr 2026.