Cannell & Spears’s iShares Core S&P 500 ETF IVV Stock Holding History

Cannell & Spears’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	$1.34M	Buy	2,052 +184	+10%	+$126K	0.03%	222
2025 Q4	$1.28M	Buy	1,868 +18	+1%	+$12.2K	0.02%	228
2025 Q3	$1.24M	Hold	1,850	–	–	0.02%	223
2025 Q2	$1.15M	Hold	1,850	–	–	0.02%	218
2025 Q1	$1.04M	Sell	1,850 -264	-12%	-$156K	0.02%	224
2024 Q4	$1.24M	Hold	2,114	–	–	0.03%	223
2024 Q3	$1.22M	Hold	2,114	–	–	0.02%	223
2024 Q2	$1.16M	Buy	2,114 +264	+14%	+$139K	0.02%	213
2024 Q1	$973K	Hold	1,850	–	–	0.02%	229
2023 Q4	$884K	Buy	1,850 +75	+4%	+$33.6K	0.07%	105
2023 Q3	$762K	Hold	1,775	–	–	0.07%	105
2023 Q2	$791K	Hold	1,775	–	–	0.06%	106
2023 Q1	$730K	Buy	1,775 +150	+9%	+$60.1K	0.07%	109
2022 Q4	$624K	Hold	1,625	–	–	0.06%	110
2022 Q3	$583K	Hold	1,625	–	–	0.06%	109
2022 Q2	$616K	Hold	1,625	–	–	0.06%	114
2022 Q1	$737K	Hold	1,625	–	–	0.05%	117
2021 Q4	$775K	Hold	1,625	–	–	0.05%	120
2021 Q3	$700K	Hold	1,625	–	–	0.05%	119
2021 Q2	$699K	Hold	1,625	–	–	0.05%	123
2021 Q1	$646K	Hold	1,625	–	–	0.05%	116
2020 Q4	$610K	Hold	1,625	–	–	0.05%	117
2020 Q3	$546K	Hold	1,625	–	–	0.05%	122
2020 Q2	$503K	Hold	1,625	–	–	0.05%	118
2020 Q1	$420K	Hold	1,625	–	–	0.05%	119
2019 Q4	$525K	Hold	1,625	–	–	0.06%	102
2019 Q3	$485K	Hold	1,625	–	–	0.06%	104
2019 Q2	$479K	Buy	1,625 +125	+8%	+$36.2K	0.06%	103
2019 Q1	$427K	Buy	1,500 +300	+25%	+$82K	0.05%	106
2018 Q4	$302K	Buy	1,200 +274	+30%	+$74.4K	0.04%	124
2018 Q3	$271K	Hold	926	–	–	0.03%	145
2018 Q2	$253K	Hold	926	–	–	0.03%	147
2018 Q1	$246K	Buy	+926	New	+$255K	0.03%	147

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

Cannell & Spears's IVV Position: Q1 2026 in Review

Cannell & Spears increased its iShares Core S&P 500 ETF (IVV) stake by 9.9% in Q1 2026, buying an estimated $126K and bringing the position to 2,052 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #222.

Cannell & Spears first reported a position in IVV in Q1 2018 and has held it in 33 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Cannell & Spears held 2,052 shares of iShares Core S&P 500 ETF worth $1.34M as of Q1 2026.
Cannell & Spears bought 184 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $126K.
iShares Core S&P 500 ETF made up 0.03% of Cannell & Spears's portfolio in Q1 2026, its #222 holding.
Cannell & Spears first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 33 quarters since.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.