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Cutler Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Cutler Investment Counsel’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 		$10.7M Buy
14,234
+373
+3% +$272K 1% 33
2026
Q1 		$9.05M Buy
13,861
+329
+2% +$225K 0.93% 37
2025
Q4 		$9.27M Buy
13,532
+319
+2% +$217K 0.96% 36
2025
Q3 		$8.84M Sell
13,213
-384
-3% -$247K 0.93% 37
2025
Q2 		$8.44M Buy
13,597
+1,707
+14% +$980K 0.94% 35
2025
Q1 		$6.68M Buy
11,890
+511
+4% +$302K 0.8% 44
2024
Q4 		$6.7M Sell
11,379
-431
-4% -$255K 0.83% 43
2024
Q3 		$6.81M Sell
11,810
-1,872
-14% -$1.04M 0.86% 45
2024
Q2 		$7.49M Buy
13,682
+524
+4% +$276K 1.02% 42
2024
Q1 		$6.92M Sell
13,158
-1,749
-12% -$875K 0.93% 43
2023
Q4 		$7.12M Buy
14,907
+3,281
+28% +$1.47M 1.02% 43
2023
Q3 		$5.01M Buy
11,626
+102
+0.9% +$45.6K 0.79% 45
2023
Q2 		$5.14M Buy
11,524
+191
+2% +$80.5K 0.78% 45
2023
Q1 		$4.66M Sell
11,333
-2,134
-16% -$856K 0.72% 45
2022
Q4 		$5.17M Sell
13,467
-1,619
-11% -$625K 0.79% 44
2022
Q3 		$5.41M Buy
15,086
+1,776
+13% +$709K 0.9% 41
2022
Q2 		$5.05M Buy
13,310
+445
+3% +$183K 0.79% 44
2022
Q1 		$5.84M Buy
12,865
+9,436
+275% +$4.22M 0.81% 46
2021
Q4 		$1.64M Buy
3,429
+37
+1% +$17.1K 0.25% 58
2021
Q3 		$1.46M Buy
3,392
+86
+3% +$38.1K 0.23% 57
2021
Q2 		$1.42M Sell
3,306
-1,480
-31% -$620K 0.22% 57
2021
Q1 		$1.9M Buy
4,786
+218
+5% +$84.4K 0.33% 52
2020
Q4 		$1.72M Sell
4,568
-137
-3% -$48.8K 0.31% 54
2020
Q3 		$1.58M Buy
4,705
+1,271
+37% +$423K 0.31% 54
2020
Q2 		$1.06M Buy
3,434
+213
+7% +$62.5K 0.23% 57
2020
Q1 		$832K Sell
3,221
-434
-12% -$133K 0.2% 55
2019
Q4 		$1.18M Buy
3,655
+371
+11% +$115K 0.24% 54
2019
Q3 		$980K Buy
+3,284
New +$976K 0.19% 55

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Cutler Investment Counsel's IVV Position: Q2 2026 in Review

Cutler Investment Counsel increased its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, buying an estimated $272K and bringing the position to 14,234 shares worth $10.7M. The position accounts for 1% of the portfolio, ranked #33.

Cutler Investment Counsel first reported a position in IVV in Q3 2019 and has held it in 28 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cutler Investment Counsel held 14,234 shares of iShares Core S&P 500 ETF worth $10.7M as of Q2 2026.
  • Cutler Investment Counsel bought 373 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $272K.
  • iShares Core S&P 500 ETF made up 1% of Cutler Investment Counsel's portfolio in Q2 2026, its #33 holding.
  • Cutler Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.