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Ingalls & Snyder LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Ingalls & Snyder LLC’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 		$15.8M Buy
24,191
+800
+3% +$546K 0.56% 41
2025
Q4 		$16M Buy
23,391
+758
+3% +$515K 0.59% 41
2025
Q3 		$15.1M Buy
22,633
+3,567
+19% +$2.3M 0.5% 40
2025
Q2 		$11.8M Buy
19,066
+2,241
+13% +$1.29M 0.42% 47
2025
Q1 		$9.45M Buy
16,825
+15,274
+985% +$9.02M 0.31% 55
2024
Q4 		$913K Buy
1,551
+168
+12% +$99.4K 0.04% 225
2024
Q3 		$798K Buy
1,383
+218
+19% +$121K 0.03% 248
2024
Q2 		$638K Hold
1,165
– – 0.03% 262
2024
Q1 		$612K Sell
1,165
-120
-9% -$60K 0.03% 269
2023
Q4 		$614K Sell
1,285
-287
-18% -$128K 0.03% 262
2023
Q3 		$675K Sell
1,572
-600
-28% -$268K 0.03% 248
2023
Q2 		$968K Buy
2,172
+985
+83% +$415K 0.05% 219
2023
Q1 		$488K Hold
1,187
– – 0.03% 289
2022
Q4 		$456K Sell
1,187
-124
-9% -$47.9K 0.02% 289
2022
Q3 		$470K Hold
1,311
– – 0.03% 277
2022
Q2 		$497K Sell
1,311
-7
-0.5% -$2.88K 0.03% 285
2022
Q1 		$598K Sell
1,318
-108
-8% -$48.3K 0.03% 287
2021
Q4 		$680K Sell
1,426
-24
-2% -$11.1K 0.03% 273
2021
Q3 		$625K Hold
1,450
– – 0.03% 287
2021
Q2 		$623K Buy
1,450
+26
+2% +$10.9K 0.03% 289
2021
Q1 		$566K Sell
1,424
-182
-11% -$70.5K 0.03% 280
2020
Q4 		$603K Hold
1,606
– – 0.03% 268
2020
Q3 		$540K Buy
1,606
+271
+20% +$90.2K 0.04% 235
2020
Q2 		$413K Hold
1,335
– – 0.02% 279
2020
Q1 		$345K Buy
1,335
+55
+4% +$16.9K 0.02% 304
2019
Q4 		$414K Hold
1,280
– – 0.02% 290
2019
Q3 		$382K Sell
1,280
-25
-2% -$7.43K 0.02% 321
2019
Q2 		$385K Buy
1,305
+57
+5% +$16.5K 0.02% 321
2019
Q1 		$355K Hold
1,248
– – 0.02% 324
2018
Q4 		$314K Hold
1,248
– – 0.02% 329
2018
Q3 		$365K Buy
+1,248
New +$358K 0.02% 338

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ingalls & Snyder LLC's IVV Position: Q1 2026 in Review

Ingalls & Snyder LLC increased its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q1 2026, buying an estimated $546K and bringing the position to 24,191 shares worth $15.8M. The position accounts for 0.56% of the portfolio, ranked #41.

Ingalls & Snyder LLC first reported a position in IVV in Q3 2018 and has held it in 31 quarters since. The position peaked at $16M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Ingalls & Snyder LLC held 24,191 shares of iShares Core S&P 500 ETF worth $15.8M as of Q1 2026.
  • Ingalls & Snyder LLC bought 800 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $546K.
  • iShares Core S&P 500 ETF made up 0.56% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #41 holding.
  • Ingalls & Snyder LLC first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 31 quarters since.
  • Ingalls & Snyder LLC's iShares Core S&P 500 ETF position peaked at $16M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.