Beck Mack & Oliver’s iShares Core S&P 500 ETF IVV Stock Holding History

Beck Mack & Oliver’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	$2.88M	Hold	4,407	–	–	0.06%	86
2025 Q4	$3.02M	Hold	4,407	–	–	0.05%	81
2025 Q3	$2.95M	Hold	4,407	–	–	0.05%	82
2025 Q2	$2.74M	Hold	4,407	–	–	0.05%	80
2025 Q1	$2.48M	Hold	4,407	–	–	0.05%	83
2024 Q4	$2.59M	Hold	4,407	–	–	0.05%	81
2024 Q3	$2.54M	Hold	4,407	–	–	0.05%	82
2024 Q2	$2.41M	Buy	4,407 +190	+5%	+$99.9K	0.05%	82
2024 Q1	$2.22M	Hold	4,217	–	–	0.04%	83
2023 Q4	$2.01M	Hold	4,217	–	–	0.05%	84
2023 Q3	$1.81M	Hold	4,217	–	–	0.05%	88
2023 Q2	$1.88M	Hold	4,217	–	–	0.05%	85
2023 Q1	$1.73M	Hold	4,217	–	–	0.05%	87
2022 Q4	$1.62M	Hold	4,217	–	–	0.05%	91
2022 Q3	$1.51M	Hold	4,217	–	–	0.05%	91
2022 Q2	$1.6M	Hold	4,217	–	–	0.05%	92
2022 Q1	$1.91M	Hold	4,217	–	–	0.05%	92
2021 Q4	$2.01M	Hold	4,217	–	–	0.05%	92
2021 Q3	$1.82M	Hold	4,217	–	–	0.05%	90
2021 Q2	$1.81M	Hold	4,217	–	–	0.05%	90
2021 Q1	$1.68M	Hold	4,217	–	–	0.05%	92
2020 Q4	$1.58M	Hold	4,217	–	–	0.05%	93
2020 Q3	$1.42M	Hold	4,217	–	–	0.05%	91
2020 Q2	$1.31M	Hold	4,217	–	–	0.05%	93
2020 Q1	$1.09M	Hold	4,217	–	–	0.05%	94
2019 Q4	$1.36M	Hold	4,217	–	–	0.05%	97
2019 Q3	$1.26M	Hold	4,217	–	–	0.04%	98
2019 Q2	$1.24M	Hold	4,217	–	–	0.04%	98
2019 Q1	$1.2M	Sell	4,217 -1,300	-24%	-$355K	0.04%	104
2018 Q4	$1.39M	Buy	+5,517	New	+$1.5M	0.06%	99

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

Beck Mack & Oliver's IVV Position: Q1 2026 in Review

Beck Mack & Oliver held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 4,407 shares worth $2.88M. The position accounts for 0.06% of the portfolio, ranked #86.

Beck Mack & Oliver first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.02M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Beck Mack & Oliver held 4,407 shares of iShares Core S&P 500 ETF worth $2.88M as of Q1 2026.
Beck Mack & Oliver left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.06% of Beck Mack & Oliver's portfolio in Q1 2026, its #86 holding.
Beck Mack & Oliver first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
Beck Mack & Oliver's iShares Core S&P 500 ETF position peaked at $3.02M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.