IRC
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Investors Research Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Investors Research Corp’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 		$4.48M Sell
5,984
-502
-8% -$366K 0.8% 31
2026
Q1 		$4.24M Buy
6,486
+7
+0.1% +$4.78K 0.81% 30
2025
Q4 		$4.44M Buy
6,479
+11
+0.2% +$7.47K 0.81% 30
2025
Q3 		$4.33M Hold
6,468
– – 0.8% 30
2025
Q2 		$4.02M Hold
6,468
– – 0.79% 27
2025
Q1 		$3.63M Hold
6,468
– – 0.79% 28
2024
Q4 		$3.81M Hold
6,468
– – 0.84% 24
2024
Q3 		$3.73M Sell
6,468
-153
-2% -$85.1K 0.82% 22
2024
Q2 		$3.62M Sell
6,621
-21
-0.3% -$11K 0.85% 20
2024
Q1 		$3.49M Buy
6,642
+17
+0.3% +$8.51K 0.82% 20
2023
Q4 		$3.16M Hold
6,625
– – 0.76% 22
2023
Q3 		$2.84M Sell
6,625
-52
-0.8% -$23.3K 0.74% 21
2023
Q2 		$2.98M Hold
6,677
– – 0.75% 22
2023
Q1 		$2.74M Buy
6,677
+5
+0.1% +$2K 0.71% 22
2022
Q4 		$2.56M Hold
6,672
– – 0.69% 26
2022
Q3 		$2.39M Hold
6,672
– – 0.73% 27
2022
Q2 		$2.53M Hold
6,672
– – 0.76% 26
2022
Q1 		$3.03M Buy
6,672
+1
+0% +$447 0.85% 23
2021
Q4 		$3.18M Hold
6,671
– – 0.96% 21
2021
Q3 		$2.87M Sell
6,671
-7
-0.1% -$3.1K 0.97% 6
2021
Q2 		$2.87M Buy
6,678
+33
+0.5% +$13.8K 0.99% 5
2021
Q1 		$2.64M Sell
6,645
-530
-7% -$205K 1% 5
2020
Q4 		$2.69M Hold
7,175
– – 1.06% 2
2020
Q3 		$2.41M Hold
7,175
– – 1.17% 2
2020
Q2 		$2.22M Hold
7,175
– – 1.12% 2
2020
Q1 		$1.85M Hold
7,175
– – 1.16% 3
2019
Q4 		$2.32M Buy
7,175
+130
+2% +$40.2K 1.07% 2
2019
Q3 		$2.1M Buy
7,045
+6,468
+1,121% +$1.92M 1.07% 2
2019
Q2 		$170K Buy
577
+47
+9% +$13.6K 0.09% 278
2019
Q1 		$151K Buy
+530
New +$145K 0.08% 305

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Investors Research Corp's IVV Position: Q2 2026 in Review

Investors Research Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q2 2026, selling an estimated $366K and leaving 5,984 shares worth $4.48M. The position accounts for 0.8% of the portfolio, ranked #31.

Investors Research Corp first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Investors Research Corp held 5,984 shares of iShares Core S&P 500 ETF worth $4.48M as of Q2 2026.
  • Investors Research Corp sold 502 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $366K.
  • iShares Core S&P 500 ETF made up 0.8% of Investors Research Corp's portfolio in Q2 2026, its #31 holding.
  • Investors Research Corp first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.