Foster Dykema Cabot & Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Foster Dykema Cabot & 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	$2.77M	Sell	4,240 -15	-0.4%	-$10.2K	0.18%	33
2025 Q4	$2.91M	Sell	4,255 -202	-5%	-$137K	0.18%	33
2025 Q3	$2.98M	Hold	4,457	–	–	0.2%	35
2025 Q2	$2.77M	Hold	4,457	–	–	0.19%	34
2025 Q1	$2.5M	Sell	4,457 -16	-0.4%	-$9.45K	0.2%	34
2024 Q4	$2.63M	Sell	4,473 -65	-1%	-$38.5K	0.21%	36
2024 Q3	$2.62M	Buy	4,538 +1,900	+72%	+$1.06M	0.22%	35
2024 Q2	$1.44M	Sell	2,638 -293	-10%	-$154K	0.13%	38
2024 Q1	$1.54M	Sell	2,931 -1,270	-30%	-$635K	0.14%	38
2023 Q4	$2.01M	Buy	+4,201	New	+$1.88M	0.21%	35

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

Foster Dykema Cabot & Partners's IVV Position: Q1 2026 in Review

Foster Dykema Cabot & Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.35% in Q1 2026, selling an estimated $10.2K and leaving 4,240 shares worth $2.77M. The position accounts for 0.18% of the portfolio, ranked #33.

Foster Dykema Cabot & Partners first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.98M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Foster Dykema Cabot & Partners held 4,240 shares of iShares Core S&P 500 ETF worth $2.77M as of Q1 2026.
Foster Dykema Cabot & Partners sold 15 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $10.2K.
iShares Core S&P 500 ETF made up 0.18% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #33 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares Core S&P 500 ETF position peaked at $2.98M in Q3 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.