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 Q2	–	Sell	-683	Closed	-$446K	–	315
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Douglass Winthrop Advisors's IVV Position: Q2 2026 in Review

Douglass Winthrop Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 683 shares — an estimated $446K sold.

Douglass Winthrop Advisors first reported a position in IVV in Q4 2014 and held it in 12 quarters. The position peaked at $1.26M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Douglass Winthrop Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Douglass Winthrop Advisors sold 683 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $446K.
Douglass Winthrop Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and held it in 12 quarters.
Douglass Winthrop Advisors's iShares Core S&P 500 ETF position peaked at $1.26M in Q4 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.