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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
Q2 		$13.8M Buy
18,383
+1,244
+7% +$906K 7.19% 2
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
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

Ewing Morris & Co Investment Partners's IVV Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners increased its iShares Core S&P 500 ETF (IVV) stake by 7.3% in Q2 2026, buying an estimated $906K and bringing the position to 18,383 shares worth $13.8M. The position accounts for 7.19% of the portfolio, ranked #2.

Ewing Morris & Co Investment Partners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ewing Morris & Co Investment Partners held 18,383 shares of iShares Core S&P 500 ETF worth $13.8M as of Q2 2026.
  • Ewing Morris & Co Investment Partners bought 1,244 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $906K.
  • iShares Core S&P 500 ETF made up 7.19% of Ewing Morris & Co Investment Partners's portfolio in Q2 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 7 quarters since.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.