Connable Office Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Connable Office Inc’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	$1.47M	Buy	1,959 +140	+8%	+$102K	0.13%	79
2026 Q1	$1.19M	Buy	1,819 +132	+8%	+$90.1K	0.12%	79
2025 Q4	$1.16M	Buy	1,687 +121	+8%	+$82.2K	0.11%	88
2025 Q3	$1.05M	Buy	1,566 +20	+1%	+$12.9K	0.1%	92
2025 Q2	$960K	Buy	1,546 +349	+29%	+$200K	0.1%	92
2025 Q1	$673K	Sell	1,197 -1,585	-57%	-$936K	0.07%	113
2024 Q4	$1.64M	Hold	2,782	–	–	0.17%	77
2024 Q3	$1.6M	Sell	2,782 -35	-1%	-$19.5K	0.16%	79
2024 Q2	$1.54M	Sell	2,817 -503	-15%	-$264K	0.17%	81
2024 Q1	$1.75M	Sell	3,320 -971	-23%	-$486K	0.2%	78
2023 Q4	$2.05M	Sell	4,291 -713	-14%	-$319K	0.25%	72
2023 Q3	$2.15M	Buy	5,004 +90	+2%	+$40.3K	0.3%	64
2023 Q2	$2.19M	Sell	4,914 -127	-3%	-$53.5K	0.3%	63
2023 Q1	$2.07M	Sell	5,041 -136	-3%	-$54.5K	0.3%	65
2022 Q4	$1.99M	Buy	5,177 +131	+3%	+$50.6K	0.28%	62
2022 Q3	$1.81M	Buy	5,046 +698	+16%	+$279K	0.29%	62
2022 Q2	$1.65M	Buy	4,348 +301	+7%	+$124K	0.25%	74
2022 Q1	$1.84M	Buy	4,047 +2,754	+213%	+$1.23M	0.25%	75
2021 Q4	$617K	Buy	+1,293	New	+$596K	0.08%	124

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Connable Office Inc's IVV Position: Q2 2026 in Review

Connable Office Inc increased its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q2 2026, buying an estimated $102K and bringing the position to 1,959 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #79.

Connable Office Inc first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q2 2023. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Connable Office Inc held 1,959 shares of iShares Core S&P 500 ETF worth $1.47M as of Q2 2026.
Connable Office Inc bought 140 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $102K.
iShares Core S&P 500 ETF made up 0.13% of Connable Office Inc's portfolio in Q2 2026, its #79 holding.
Connable Office Inc first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Connable Office Inc's iShares Core S&P 500 ETF position peaked at $2.19M in Q2 2023.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Connable Office Inc's 13F filing for Q2 2026, filed 3 Aug 2026.