Family Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Family Management’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	$3.65M	Sell	4,876 -7	-0.1%	-$5.1K	0.37%	62
2026 Q1	$3.19M	Buy	4,883 +5	+0.1%	+$3.41K	0.38%	63
2025 Q4	$3.34M	Sell	4,878 -154	-3%	-$105K	0.42%	61
2025 Q3	$3.37M	Sell	5,032 -79	-2%	-$50.9K	0.46%	60
2025 Q2	$3.17M	Buy	5,111 +661	+15%	+$380K	0.47%	58
2025 Q1	$2.5M	Buy	4,450 +6	+0.1%	+$3.54K	0.41%	62
2024 Q4	$2.62M	Buy	4,444 +266	+6%	+$157K	0.42%	57
2024 Q3	$2.41M	Buy	4,178 +6	+0.1%	+$3.34K	0.4%	60
2024 Q2	$2.28M	Buy	4,172 +14	+0.3%	+$7.36K	0.4%	61
2024 Q1	$2.19M	Buy	4,158 +5	+0.1%	+$2.5K	0.4%	59
2023 Q4	$1.98M	Sell	4,153 -105	-2%	-$47K	0.41%	56
2023 Q3	$1.83M	Sell	4,258 -159	-4%	-$71.1K	0.42%	52
2023 Q2	$1.97M	Sell	4,417 -148	-3%	-$62.4K	0.43%	46
2023 Q1	$1.88M	Sell	4,565 -1,402	-23%	-$562K	0.43%	47
2022 Q4	$2.29M	Buy	5,967 +101	+2%	+$39K	0.56%	43
2022 Q3	$2.1M	Sell	5,866 -48	-0.8%	-$19.2K	0.54%	48
2022 Q2	$2.24M	Buy	5,914 +426	+8%	+$175K	0.6%	50
2022 Q1	$2.49M	Sell	5,488 -62	-1%	-$27.7K	0.69%	40
2021 Q4	$2.65M	Buy	5,550 +9	+0.2%	+$4.15K	0.69%	43
2021 Q3	$2.39M	Buy	5,541 +4	+0.1%	+$1.77K	0.66%	45
2021 Q2	$2.38M	Buy	5,537 +8	+0.1%	+$3.35K	0.63%	44
2021 Q1	$2.2M	Sell	5,529 -323	-6%	-$125K	0.69%	44
2020 Q4	$2.2M	Buy	+5,852	New	+$2.08M	0.75%	44

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

Family Management's IVV Position: Q2 2026 in Review

Family Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q2 2026, selling an estimated $5.1K and leaving 4,876 shares worth $3.65M. The position accounts for 0.37% of the portfolio, ranked #62.

Family Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Family Management held 4,876 shares of iShares Core S&P 500 ETF worth $3.65M as of Q2 2026.
Family Management sold 7 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.1K.
iShares Core S&P 500 ETF made up 0.37% of Family Management's portfolio in Q2 2026, its #62 holding.
Family Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.