Dennis R. Delaney’s iShares Core S&P 500 ETF IVV Stock Holding History

Dennis R. Delaney’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	–	Sell	-500	Closed	-$327K	–	62
2026 Q1	$327K	Buy	+500	New	+$341K	0.12%	51
2016 Q4	–	Sell	-1,156	Closed	-$251K	–	54
2016 Q3	$251K	Hold	1,156	–	–	0.53%	44
2016 Q2	$243K	Hold	1,156	–	–	0.52%	43
2016 Q1	$239K	Hold	1,156	–	–	0.52%	42
2015 Q4	$237K	Buy	+1,156	New	+$239K	0.53%	42

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

Dennis R. Delaney's IVV Position: Q2 2026 in Review

Dennis R. Delaney sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 500 shares — an estimated $327K sold.

Dennis R. Delaney first reported a position in IVV in Q4 2015 and held it in 5 quarters. The position peaked at $327K in Q1 2026. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Dennis R. Delaney reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Dennis R. Delaney sold 500 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $327K.
Dennis R. Delaney first reported a position in iShares Core S&P 500 ETF in Q4 2015 and held it in 5 quarters.
Dennis R. Delaney's iShares Core S&P 500 ETF position peaked at $327K in Q1 2026.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Dennis R. Delaney's 13F filing for Q2 2026, filed 21 Aug 2026.