Congress Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Congress Asset Management’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	$717K	Sell	958 -268	-22%	-$195K	﹤0.01%	315
2026 Q1	$801K	Sell	1,226 -14,979	-92%	-$10.2M	0.01%	350
2025 Q4	$11.1M	Buy	16,205 +15,198	+1,509%	+$10.3M	0.08%	188
2025 Q3	$674K	Sell	1,007 -294	-23%	-$189K	﹤0.01%	338
2025 Q2	$808K	Sell	1,301 -3,265	-72%	-$1.87M	0.01%	326
2025 Q1	$2.57M	Sell	4,566 -12,186	-73%	-$7.2M	0.02%	260
2024 Q4	$9.86M	Buy	16,752 +16,066	+2,342%	+$9.51M	0.07%	196
2024 Q3	$396K	Sell	686 -223	-25%	-$124K	﹤0.01%	337
2024 Q2	$497K	Sell	909 -225	-20%	-$118K	﹤0.01%	326
2024 Q1	$596K	Sell	1,134 -15,858	-93%	-$7.93M	﹤0.01%	316
2023 Q4	$8.12M	Buy	16,992 +11,298	+198%	+$5.06M	0.06%	196
2023 Q3	$2.45M	Buy	5,694 +5,035	+764%	+$2.25M	0.02%	270
2023 Q2	$294K	Buy	+659	New	+$278K	﹤0.01%	354
2023 Q1	–	Sell	-10,657	Closed	-$4.09M	–	377
2022 Q4	$4.09M	Buy	10,657 +9,556	+868%	+$3.69M	0.04%	226
2022 Q3	$395K	Sell	1,101 -569	-34%	-$227K	﹤0.01%	337
2022 Q2	$633K	Buy	+1,670	New	+$687K	0.01%	326
2022 Q1	–	Sell	-12,714	Closed	-$6.06M	–	372
2021 Q4	$6.06M	Buy	+12,714	New	+$5.86M	0.05%	217
2021 Q3	–	Sell	-667	Closed	-$287K	–	364
2021 Q2	$287K	Sell	667 -2,792	-81%	-$1.17M	﹤0.01%	339
2021 Q1	$1.38M	Sell	3,459 -390	-10%	-$151K	0.01%	284
2020 Q4	$1.45M	Buy	3,849 +1,126	+41%	+$401K	0.01%	258
2020 Q3	$915K	Sell	2,723 -484	-15%	-$161K	0.01%	265
2020 Q2	$993K	Buy	3,207 +287	+10%	+$84.3K	0.01%	262
2020 Q1	$755K	Sell	2,920 -3,934	-57%	-$1.21M	0.01%	268
2019 Q4	$2.21M	Buy	6,854 +3,094	+82%	+$958K	0.03%	245
2019 Q3	$1.12M	Sell	3,760 -428	-10%	-$127K	0.01%	281
2019 Q2	$1.23M	Sell	4,188 -1,586	-27%	-$460K	0.02%	288
2019 Q1	$1.64M	Sell	5,774 -345	-6%	-$94.3K	0.02%	274
2018 Q4	$1.54M	Buy	6,119 +774	+14%	+$210K	0.02%	287
2018 Q3	$1.56M	Sell	5,345 -89	-2%	-$25.5K	0.02%	290
2018 Q2	$1.48M	Buy	5,434 +259	+5%	+$70.5K	0.02%	289
2018 Q1	$1.37M	Sell	5,175 -291	-5%	-$80K	0.02%	298
2017 Q4	$1.47M	Sell	5,466 -250	-4%	-$65.5K	0.02%	285
2017 Q3	$1.45M	Sell	5,716 -4,117	-42%	-$1.02M	0.02%	293
2017 Q2	$2.39M	Sell	9,833 -12,517	-56%	-$3.02M	0.04%	171
2017 Q1	$5.3M	Sell	22,350 -14,962	-40%	-$3.5M	0.1%	132
2016 Q4	$8.39M	Buy	37,312 +6,415	+21%	+$1.41M	0.18%	93
2016 Q3	$6.72M	Buy	30,897 +7,973	+35%	+$1.73M	0.15%	111
2016 Q2	$4.83M	Buy	22,924 +4,525	+25%	+$944K	0.11%	133
2016 Q1	$3.8M	Sell	18,399 -6,727	-27%	-$1.32M	0.09%	139
2015 Q4	$5.15M	Buy	+25,126	New	+$5.19M	0.13%	125
2015 Q3	–	Sell	-93,603	Closed	-$19.4M	–	224
2015 Q2	$19.4M	Sell	93,603 -17,588	-16%	-$3.72M	0.56%	78
2015 Q1	$23.1M	Buy	111,191 +12,074	+12%	+$2.51M	0.55%	77
2014 Q4	$20.5M	Buy	99,117 +45,880	+86%	+$9.29M	0.52%	67
2014 Q3	$10.6M	Buy	53,237 +11,576	+28%	+$2.3M	0.27%	88
2014 Q2	$8.21M	Buy	41,661 +17,229	+71%	+$3.3M	0.21%	92
2014 Q1	$4.6M	Buy	+24,432	New	+$4.51M	0.12%	124

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Congress Asset Management's IVV Position: Q2 2026 in Review

Congress Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, selling an estimated $195K and leaving 958 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Congress Asset Management first reported a position in IVV in Q1 2014 and has held it in 46 quarters since. The position peaked at $23.1M in Q1 2015. 997 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Congress Asset Management held 958 shares of iShares Core S&P 500 ETF worth $717K as of Q2 2026.
Congress Asset Management sold 268 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $195K.
iShares Core S&P 500 ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #315 holding.
Congress Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 46 quarters since.
Congress Asset Management's iShares Core S&P 500 ETF position peaked at $23.1M in Q1 2015.
997 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.