Douglass Winthrop Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Douglass Winthrop Advisors’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 Q1	$446K	Sell	683 -1,156	-63%	-$789K	0.01%	217
2025 Q4	$1.26M	Buy	1,839 +135	+8%	+$91.7K	0.02%	141
2025 Q3	$1.14M	Buy	+1,704	New	+$1.1M	0.02%	145
2024 Q3	–	Sell	-410	Closed	-$224K	–	290
2024 Q2	$224K	Buy	+410	New	+$216K	﹤0.01%	265
2024 Q1	–	Sell	-867	Closed	-$414K	–	288
2023 Q4	$414K	Hold	867	–	–	0.01%	189
2023 Q3	$372K	Hold	867	–	–	0.01%	182
2023 Q2	$386K	Hold	867	–	–	0.01%	187
2023 Q1	$356K	Buy	+867	New	+$348K	0.01%	195
2015 Q4	–	Sell	-2,508	Closed	-$483K	–	240
2015 Q3	$483K	Buy	2,508 +26	+1%	+$5.31K	0.04%	160
2015 Q2	$516K	Hold	2,482	–	–	0.04%	165
2015 Q1	$516K	Buy	2,482 +13	+0.5%	+$2.7K	0.04%	165
2014 Q4	$511K	Buy	+2,469	New	+$500K	0.05%	128

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Douglass Winthrop Advisors's IVV Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 63% in Q1 2026, selling an estimated $789K and leaving 683 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #217.

Douglass Winthrop Advisors first reported a position in IVV in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.26M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Douglass Winthrop Advisors held 683 shares of iShares Core S&P 500 ETF worth $446K as of Q1 2026.
Douglass Winthrop Advisors sold 1,156 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $789K.
iShares Core S&P 500 ETF made up 0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #217 holding.
Douglass Winthrop Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 12 quarters since.
Douglass Winthrop Advisors's iShares Core S&P 500 ETF position peaked at $1.26M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.