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

Chesley Taft & 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 		$25M Buy
33,396
+3,009
+10% +$2.19M 0.97% 25
2026
Q1 		$19.8M Buy
30,387
+625
+2% +$427K 0.83% 38
2025
Q4 		$20.4M Buy
29,762
+1,263
+4% +$858K 0.8% 35
2025
Q3 		$19.1M Buy
28,499
+1,160
+4% +$747K 0.81% 34
2025
Q2 		$17M Buy
27,339
+347
+1% +$199K 0.76% 37
2025
Q1 		$15.2M Buy
26,992
+210
+0.8% +$124K 0.73% 40
2024
Q4 		$15.8M Sell
26,782
-781
-3% -$462K 0.73% 41
2024
Q3 		$15.9M Sell
27,563
-2,771
-9% -$1.54M 0.76% 41
2024
Q2 		$16.6M Buy
30,334
+3,580
+13% +$1.88M 0.83% 39
2024
Q1 		$14.1M Sell
26,754
-1,410
-5% -$706K 0.72% 43
2023
Q4 		$13.5M Sell
28,164
-3,543
-11% -$1.59M 0.75% 39
2023
Q3 		$13.6M Buy
31,707
+3,730
+13% +$1.67M 0.88% 36
2023
Q2 		$12.5M Buy
27,977
+16
+0.1% +$6.74K 0.76% 42
2023
Q1 		$11.5M Sell
27,961
-36
-0.1% -$14.4K 0.75% 39
2022
Q4 		$10.8M Buy
27,997
+904
+3% +$349K 0.74% 41
2022
Q3 		$9.72M Buy
27,093
+447
+2% +$178K 0.72% 41
2022
Q2 		$10.1M Buy
26,646
+552
+2% +$227K 0.69% 42
2022
Q1 		$11.5M Buy
26,094
+137
+0.5% +$61.3K 0.67% 44
2021
Q4 		$12.4M Sell
25,957
-166
-0.6% -$76.5K 0.64% 45
2021
Q3 		$11.3M Sell
26,123
-532
-2% -$236K 0.64% 44
2021
Q2 		$11.5M Sell
26,655
-20
-0.1% -$8.38K 0.66% 49
2021
Q1 		$10.9M Sell
26,675
-230
-0.9% -$89K 0.65% 48
2020
Q4 		$10.1M Buy
26,905
+1,681
+7% +$598K 0.65% 44
2020
Q3 		$8.48M Buy
25,224
+155
+0.6% +$51.6K 0.6% 48
2020
Q2 		$7.76M Buy
25,069
+1,868
+8% +$548K 0.59% 47
2020
Q1 		$6M Buy
23,201
+1,939
+9% +$594K 0.55% 53
2019
Q4 		$6.87M Buy
21,262
+1,770
+9% +$548K 0.49% 59
2019
Q3 		$5.82M Buy
19,492
+2,123
+12% +$631K 0.45% 62
2019
Q2 		$5.12M Buy
17,369
+7,021
+68% +$2.03M 0.4% 66
2019
Q1 		$2.94M Sell
10,348
-11,855
-53% -$3.24M 0.25% 83
2018
Q4 		$5.59M Buy
22,203
+13,902
+167% +$3.78M 0.54% 59
2018
Q3 		$2.43M Buy
8,301
+90
+1% +$25.8K 0.19% 107
2018
Q2 		$2.24M Buy
8,211
+545
+7% +$148K 0.19% 110
2018
Q1 		$2.03M Buy
7,666
+640
+9% +$176K 0.18% 113
2017
Q4 		$1.89M Buy
7,026
+440
+7% +$115K 0.16% 124
2017
Q3 		$1.67M Buy
6,586
+490
+8% +$122K 0.14% 133
2017
Q2 		$1.48M Buy
6,096
+50
+0.8% +$12.1K 0.13% 135
2017
Q1 		$1.44M Sell
6,046
-330
-5% -$77.2K 0.14% 137
2016
Q4 		$1.44M Sell
6,376
-20
-0.3% -$4.4K 0.14% 128
2016
Q3 		$1.39M Sell
6,396
-65
-1% -$14.1K 0.14% 122
2016
Q2 		$1.36M Sell
6,461
-50
-0.8% -$10.4K 0.14% 127
2016
Q1 		$1.34M Sell
6,511
-1,605
-20% -$315K 0.14% 121
2015
Q4 		$1.66M Buy
8,116
+50
+0.6% +$10.3K 0.17% 112
2015
Q3 		$1.55M Buy
8,066
+125
+2% +$25.5K 0.17% 109
2015
Q2 		$1.65M Buy
7,941
+400
+5% +$84.7K 0.17% 110
2015
Q1 		$1.57M Buy
7,541
+1,785
+31% +$371K 0.16% 114
2014
Q4 		$1.19M Buy
5,756
+55
+1% +$11.1K 0.12% 129
2014
Q3 		$1.13M Sell
5,701
-50
-0.9% -$9.95K 0.12% 129
2014
Q2 		$1.13M Sell
5,751
-90
-2% -$17.2K 0.12% 132
2014
Q1 		$1.1M Sell
5,841
-265
-4% -$48.9K 0.12% 133
2013
Q4 		$1.13M Buy
6,106
+50
+0.8% +$8.9K 0.11% 150
2013
Q3 		$1.02M Buy
6,056
+610
+11% +$103K 0.11% 154
2013
Q2 		$876K Buy
+5,446
New +$882K 0.1% 159

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Chesley Taft & Associates's IVV Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 9.9% in Q2 2026, buying an estimated $2.19M and bringing the position to 33,396 shares worth $25M. The position accounts for 0.97% of the portfolio, ranked #25.

Chesley Taft & Associates first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Chesley Taft & Associates held 33,396 shares of iShares Core S&P 500 ETF worth $25M as of Q2 2026.
  • Chesley Taft & Associates bought 3,009 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19M.
  • iShares Core S&P 500 ETF made up 0.97% of Chesley Taft & Associates's portfolio in Q2 2026, its #25 holding.
  • Chesley Taft & Associates first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.