Becker Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Becker Capital Management’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	$18.5M	Buy	24,719 +1,280	+5%	+$932K	0.5%	64
2026 Q1	$15.3M	Sell	23,439 -4,855	-17%	-$3.32M	0.45%	68
2025 Q4	$19.4M	Buy	28,294 +3,616	+15%	+$2.46M	0.55%	61
2025 Q3	$16.5M	Sell	24,678 -125	-0.5%	-$80.5K	0.48%	65
2025 Q2	$15.4M	Sell	24,803 -134	-0.5%	-$76.9K	0.48%	67
2025 Q1	$14M	Buy	24,937 +959	+4%	+$566K	0.46%	70
2024 Q4	$14.1M	Buy	23,978 +1,413	+6%	+$836K	0.46%	67
2024 Q3	$13M	Sell	22,565 -329	-1%	-$183K	0.42%	69
2024 Q2	$12.5M	Buy	22,894 +1,324	+6%	+$696K	0.43%	69
2024 Q1	$11.3M	Buy	21,570 +20	+0.1%	+$10K	0.39%	75
2023 Q4	$10.3M	Buy	21,550 +4,678	+28%	+$2.09M	0.37%	79
2023 Q3	$7.28M	Buy	16,872 +818	+5%	+$366K	0.29%	85
2023 Q2	$7.16M	Sell	16,054 -160	-1%	-$67.4K	0.27%	86
2023 Q1	$6.67M	Buy	+16,214	New	+$6.5M	0.26%	86

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Becker Capital Management's IVV Position: Q2 2026 in Review

Becker Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.5% in Q2 2026, buying an estimated $932K and bringing the position to 24,719 shares worth $18.5M. The position accounts for 0.5% of the portfolio, ranked #64.

Becker Capital Management first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.4M in Q4 2025. 2,407 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Becker Capital Management held 24,719 shares of iShares Core S&P 500 ETF worth $18.5M as of Q2 2026.
Becker Capital Management bought 1,280 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $932K.
iShares Core S&P 500 ETF made up 0.5% of Becker Capital Management's portfolio in Q2 2026, its #64 holding.
Becker Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Becker Capital Management's iShares Core S&P 500 ETF position peaked at $19.4M in Q4 2025.
2,407 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.