Eaton-Cambridge’s iShares Core S&P 500 ETF IVV Stock Holding History

Eaton-Cambridge’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	$321K	Hold	428	–	–	0.09%	46
2026 Q1	$280K	Buy	428 +29	+7%	+$19.8K	0.09%	46
2025 Q4	$273K	Sell	399 -9	-2%	-$6.11K	0.09%	39
2025 Q3	$273K	Sell	408 -106	-21%	-$68.3K	0.1%	34
2025 Q2	$319K	Hold	514	–	–	0.12%	30
2025 Q1	$289K	Sell	514 -5	-1%	-$2.95K	0.12%	30
2024 Q4	$306K	Sell	519 -35	-6%	-$20.7K	0.14%	25
2024 Q3	$320K	Sell	554 -10	-2%	-$5.56K	0.15%	23
2024 Q2	$309K	Sell	564 -2	-0.4%	-$1.05K	0.16%	22
2024 Q1	$298K	Buy	566 +43	+8%	+$21.5K	0.16%	23
2023 Q4	$250K	Buy	+523	New	+$234K	0.15%	26

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Eaton-Cambridge's IVV Position: Q2 2026 in Review

Eaton-Cambridge held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 428 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #46.

Eaton-Cambridge first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,557 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Eaton-Cambridge held 428 shares of iShares Core S&P 500 ETF worth $321K as of Q2 2026.
Eaton-Cambridge left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.09% of Eaton-Cambridge's portfolio in Q2 2026, its #46 holding.
Eaton-Cambridge first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,557 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.