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Chatterton & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Chatterton & Associates’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 		$3M Buy
3,975
+367
+10% +$267K 1.77% 19
2026
Q1 		$2.46M Buy
3,608
+860
+31% +$587K 1.73% 23
2025
Q4 		$1.88M Buy
+2,748
New +$1.87M 1.61% 21

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Chatterton & Associates's IVV Position: Q2 2026 in Review

Chatterton & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $267K and bringing the position to 3,975 shares worth $3M. The position accounts for 1.77% of the portfolio, ranked #19.

Chatterton & Associates first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,718 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Chatterton & Associates held 3,975 shares of iShares Core S&P 500 ETF worth $3M as of Q2 2026.
  • Chatterton & Associates bought 367 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $267K.
  • iShares Core S&P 500 ETF made up 1.77% of Chatterton & Associates's portfolio in Q2 2026, its #19 holding.
  • Chatterton & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,718 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.