Independent Investors Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Independent Investors Inc’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	$1.58M	Hold	2,106	–	–	0.3%	36
2026 Q1	$1.38M	Hold	2,106	–	–	0.27%	38
2025 Q4	$1.44M	Buy	2,106 +30	+1%	+$20.4K	0.27%	39
2025 Q3	$1.39M	Hold	2,076	–	–	0.27%	38
2025 Q2	$1.29M	Sell	2,076 -20	-1%	-$11.5K	0.28%	36
2025 Q1	$1.18M	Buy	2,096 +3	+0.1%	+$1.77K	0.25%	40
2024 Q4	$1.23M	Sell	2,093 -10	-0.5%	-$5.92K	0.24%	39
2024 Q3	$1.21M	Sell	2,103 -40	-2%	-$22.2K	0.25%	39
2024 Q2	$1.17M	Sell	2,143 -25	-1%	-$13.1K	0.26%	38
2024 Q1	$1.14M	Buy	2,168 +298	+16%	+$149K	0.27%	38
2023 Q4	$893K	Sell	1,870 -20	-1%	-$8.95K	0.21%	39
2023 Q3	$812K	Buy	+1,890	New	+$845K	0.21%	42
2021 Q3	–	Sell	-600	Closed	-$258K	–	74
2021 Q2	$258K	Buy	+600	New	+$251K	0.06%	70

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Independent Investors Inc's IVV Position: Q2 2026 in Review

Independent Investors Inc held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,106 shares worth $1.58M. The position accounts for 0.3% of the portfolio, ranked #36.

Independent Investors Inc first reported a position in IVV in Q2 2021 and has held it in 13 quarters since. 3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Independent Investors Inc held 2,106 shares of iShares Core S&P 500 ETF worth $1.58M as of Q2 2026.
Independent Investors Inc left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.3% of Independent Investors Inc's portfolio in Q2 2026, its #36 holding.
Independent Investors Inc first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.