Berman McAleer’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Berman McAleer's IVV Position: Q2 2026 in Review
Berman McAleer reduced its iShares Core S&P 500 ETF (IVV) stake by 0.8% in Q2 2026, selling an estimated $32K and leaving 5,445 shares worth $4.08M. The position accounts for 0.47% of the portfolio, ranked #31.
Berman McAleer first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Berman McAleer held 5,445 shares of iShares Core S&P 500 ETF worth $4.08M as of Q2 2026.
- Berman McAleer sold 44 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $32K.
- iShares Core S&P 500 ETF made up 0.47% of Berman McAleer's portfolio in Q2 2026, its #31 holding.
- Berman McAleer first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.