Ewing Morris & Co Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Ewing Morris & Co Investment Partners’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	$11.2M	Buy	17,139 +3,572	+26%	+$2.44M	5.04%	2
2025 Q4	$9.41M	Buy	13,567 +1,406	+12%	+$955K	4.1%	3
2025 Q3	$8.14M	Buy	12,161 +2,388	+24%	+$1.54M	3.48%	5
2025 Q2	$6.07M	Buy	9,773 +3,036	+45%	+$1.74M	2.72%	9
2025 Q1	$5.45M	Buy	6,737 +1,570	+30%	+$927K	1.72%	20
2024 Q4	$3.04M	Buy	+5,167	New	+$3.06M	1.05%	29

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

Ewing Morris & Co Investment Partners's IVV Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q1 2026, buying an estimated $2.44M and bringing the position to 17,139 shares worth $11.2M. The position accounts for 5.04% of the portfolio, ranked #2.

Ewing Morris & Co Investment Partners first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Ewing Morris & Co Investment Partners held 17,139 shares of iShares Core S&P 500 ETF worth $11.2M as of Q1 2026.
Ewing Morris & Co Investment Partners bought 3,572 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.44M.
iShares Core S&P 500 ETF made up 5.04% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #2 holding.
Ewing Morris & Co Investment Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.