Boston Trust Walden’s iShares Core S&P 500 ETF IVV Stock Holding History

Boston Trust Walden’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	$2.46M	Hold	3,281	–	–	0.02%	257
2026 Q1	$2.14M	Buy	3,281 +74	+2%	+$50.5K	0.02%	260
2025 Q4	$2.2M	Hold	3,207	–	–	0.02%	250
2025 Q3	$2.15M	Buy	3,207 +726	+29%	+$468K	0.02%	252
2025 Q2	$1.54M	Sell	2,481 -125	-5%	-$71.8K	0.01%	259
2025 Q1	$1.46M	Hold	2,606	–	–	0.01%	263
2024 Q4	$1.53M	Sell	2,606 -70	-3%	-$41.4K	0.01%	263
2024 Q3	$1.54M	Buy	2,676 +100	+4%	+$55.6K	0.01%	264
2024 Q2	$1.41M	Sell	2,576 -55	-2%	-$28.9K	0.01%	262
2024 Q1	$1.38M	Hold	2,631	–	–	0.01%	266
2023 Q4	$1.26M	Hold	2,631	–	–	0.01%	269
2023 Q3	$1.13M	Hold	2,631	–	–	0.01%	269
2023 Q2	$1.17M	Hold	2,631	–	–	0.01%	270
2023 Q1	$1.08M	Hold	2,631	–	–	0.01%	274
2022 Q4	$1.01M	Hold	2,631	–	–	0.01%	282
2022 Q3	$944K	Hold	2,631	–	–	0.01%	274
2022 Q2	$998K	Hold	2,631	–	–	0.01%	275
2022 Q1	$1.19M	Hold	2,631	–	–	0.01%	273
2021 Q4	$1.25M	Hold	2,631	–	–	0.01%	275
2021 Q3	$1.13M	Sell	2,631 -21	-0.8%	-$9.31K	0.01%	274
2021 Q2	$1.14M	Hold	2,652	–	–	0.01%	280
2021 Q1	$1.05M	Buy	2,652 +200	+8%	+$77.4K	0.01%	280
2020 Q4	$920K	Hold	2,452	–	–	0.01%	285
2020 Q3	$824K	Hold	2,452	–	–	0.01%	291
2020 Q2	$759K	Hold	2,452	–	–	0.01%	294
2020 Q1	$634K	Sell	2,452 -4	-0.2%	-$1.23K	0.01%	293
2019 Q4	$794K	Sell	2,456 -5	-0.2%	-$1.55K	0.01%	302
2019 Q3	$735K	Hold	2,461	–	–	0.01%	302
2019 Q2	$725K	Hold	2,461	–	–	0.01%	311
2019 Q1	$700K	Buy	2,461 +4	+0.2%	+$1.09K	0.01%	316
2018 Q4	$618K	Hold	2,457	–	–	0.01%	315
2018 Q3	$719K	Sell	2,457 -53	-2%	-$15.2K	0.01%	316
2018 Q2	$685K	Hold	2,510	–	–	0.01%	315
2018 Q1	$666K	Sell	2,510 -188	-7%	-$51.7K	0.01%	317
2017 Q4	$725K	Sell	2,698 -8	-0.3%	-$2.1K	0.01%	319
2017 Q3	$684K	Sell	2,706 -13	-0.5%	-$3.23K	0.01%	324
2017 Q2	$662K	Buy	2,719 +1,399	+106%	+$338K	0.01%	319
2017 Q1	$313K	Sell	1,320 -3,215	-71%	-$752K	﹤0.01%	337
2016 Q4	$1.02M	Buy	4,535 +3,355	+284%	+$737K	0.02%	294
2016 Q3	$257K	Hold	1,180	–	–	﹤0.01%	335
2016 Q2	$248K	Hold	1,180	–	–	﹤0.01%	338
2016 Q1	$244K	Buy	+1,180	New	+$231K	﹤0.01%	337

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Boston Trust Walden's IVV Position: Q2 2026 in Review

Boston Trust Walden held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 3,281 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #257.

Boston Trust Walden first reported a position in IVV in Q1 2016 and has held it in 42 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Boston Trust Walden held 3,281 shares of iShares Core S&P 500 ETF worth $2.46M as of Q2 2026.
Boston Trust Walden left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.02% of Boston Trust Walden's portfolio in Q2 2026, its #257 holding.
Boston Trust Walden first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 42 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.