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Everett Harris & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Everett Harris & Co’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 		$1.83M Buy
2,444
+100
+4% +$72.8K 0.02% 122
2026
Q1 		$1.53M Hold
2,344
– – 0.02% 131
2025
Q4 		$1.61M Sell
2,344
-103
-4% -$69.9K 0.02% 128
2025
Q3 		$1.64M Sell
2,447
-115
-4% -$74.1K 0.02% 127
2025
Q2 		$1.59M Sell
2,562
-19
-0.7% -$10.9K 0.02% 125
2025
Q1 		$1.45M Sell
2,581
-30
-1% -$17.7K 0.02% 119
2024
Q4 		$1.54M Sell
2,611
-142
-5% -$84.1K 0.02% 113
2024
Q3 		$1.59M Buy
2,753
+54
+2% +$30K 0.02% 109
2024
Q2 		$1.48M Sell
2,699
-90
-3% -$47.3K 0.02% 112
2024
Q1 		$1.47M Buy
2,789
+190
+7% +$95.1K 0.02% 117
2023
Q4 		$1.24M Hold
2,599
– – 0.02% 122
2023
Q3 		$1.12M Sell
2,599
-30
-1% -$13.4K 0.02% 127
2023
Q2 		$1.17M Hold
2,629
– – 0.02% 125
2023
Q1 		$1.08M Hold
2,629
– – 0.02% 128
2022
Q4 		$1.01M Hold
2,629
– – 0.02% 130
2022
Q3 		$943K Sell
2,629
-1
-0% -$399 0.02% 129
2022
Q2 		$997K Hold
2,630
– – 0.02% 133
2022
Q1 		$1.19M Buy
2,630
+1
+0% +$447 0.02% 136
2021
Q4 		$1.25M Sell
2,629
-30
-1% -$13.8K 0.02% 132
2021
Q3 		$1.15M Sell
2,659
-75
-3% -$33.2K 0.02% 132
2021
Q2 		$1.18M Sell
2,734
-325
-11% -$136K 0.02% 133
2021
Q1 		$1.22M Sell
3,059
-142
-4% -$55K 0.02% 126
2020
Q4 		$1.2M Buy
3,201
+92
+3% +$32.7K 0.02% 121
2020
Q3 		$1.04M Buy
3,109
+400
+15% +$133K 0.02% 122
2020
Q2 		$839K Buy
2,709
+591
+28% +$174K 0.02% 132
2020
Q1 		$547K Buy
2,118
+466
+28% +$143K 0.01% 149
2019
Q4 		$534K Buy
+1,652
New +$511K 0.01% 178

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Everett Harris & Co's IVV Position: Q2 2026 in Review

Everett Harris & Co increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q2 2026, buying an estimated $72.8K and bringing the position to 2,444 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #122.

Everett Harris & Co first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Everett Harris & Co held 2,444 shares of iShares Core S&P 500 ETF worth $1.83M as of Q2 2026.
  • Everett Harris & Co bought 100 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.8K.
  • iShares Core S&P 500 ETF made up 0.02% of Everett Harris & Co's portfolio in Q2 2026, its #122 holding.
  • Everett Harris & Co first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.