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

Ipswich Investment 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	$5.22M	Buy	6,976 +1,245	+22%	+$907K	1.1%	31
2026 Q1	$3.74M	Buy	5,731 +19	+0.3%	+$13K	0.88%	33
2025 Q4	$3.91M	Sell	5,712 -196	-3%	-$133K	0.91%	33
2025 Q3	$3.95M	Buy	5,908 +388	+7%	+$250K	0.92%	32
2025 Q2	$3.43M	Sell	5,520 -2	-0%	-$1.15K	0.83%	34
2025 Q1	$3.1M	Buy	5,522 +2	+0%	+$1.18K	0.77%	37
2024 Q4	$3.25M	Buy	5,520 +125	+2%	+$74K	0.78%	38
2024 Q3	$3.11M	Buy	5,395 +204	+4%	+$113K	0.72%	41
2024 Q2	$2.84M	Buy	5,191 +48	+0.9%	+$25.2K	0.66%	41
2024 Q1	$2.7M	Buy	5,143 +1	+0%	+$500	0.63%	45
2023 Q4	$2.46M	Sell	5,142 -412	-7%	-$184K	0.62%	48
2023 Q3	$2.39M	Buy	5,554 +154	+3%	+$68.9K	0.65%	45
2023 Q2	$2.41M	Buy	5,400 +469	+10%	+$198K	0.63%	47
2023 Q1	$2.03M	Buy	4,931 +574	+13%	+$230K	0.55%	54
2022 Q4	$1.67M	Buy	4,357 +86	+2%	+$33.2K	0.48%	61
2022 Q3	$1.53M	Buy	4,271 +142	+3%	+$56.7K	0.49%	63
2022 Q2	$1.57M	Hold	4,129	–	–	0.45%	67
2022 Q1	$1.87M	Buy	4,129 +529	+15%	+$237K	0.47%	65
2021 Q4	$1.72M	Sell	3,600 -157	-4%	-$72.4K	0.4%	73
2021 Q3	$1.62M	Buy	3,757 +220	+6%	+$97.5K	0.41%	70
2021 Q2	$1.52M	Buy	3,537 +49	+1%	+$20.5K	0.39%	73
2021 Q1	$1.39M	Buy	3,488 +28	+0.8%	+$10.8K	0.39%	72
2020 Q4	$1.3M	Buy	3,460 +14	+0.4%	+$4.98K	0.39%	69
2020 Q3	$1.16M	Sell	3,446 -17	-0.5%	-$5.66K	0.37%	67
2020 Q2	$1.07M	Sell	3,463 -32	-0.9%	-$9.4K	0.37%	68
2020 Q1	$903K	Sell	3,495 -20	-0.6%	-$6.13K	0.36%	69
2019 Q4	$1.14M	Buy	3,515 +111	+3%	+$34.4K	0.33%	72
2019 Q3	$1.02M	Sell	3,404 -146	-4%	-$43.4K	0.32%	74
2019 Q2	$1.05M	Sell	3,550 -36	-1%	-$10.4K	0.33%	74
2019 Q1	$1.02M	Buy	3,586 +55	+2%	+$15K	0.33%	72
2018 Q4	$888K	Buy	3,531 +50	+1%	+$13.6K	0.33%	72
2018 Q3	$1.02M	Buy	+3,481	New	+$998K	0.34%	71
2018 Q2	–	Sell	-3,185	Closed	-$845K	–	119
2018 Q1	$845K	Sell	3,185 -255	-7%	-$70.1K	0.36%	70
2017 Q4	$925K	Sell	3,440 -280	-8%	-$73.3K	0.39%	69
2017 Q3	$941K	Buy	3,720 +325	+10%	+$80.7K	0.42%	61
2017 Q2	$826K	Buy	3,395 +20	+0.6%	+$4.83K	0.39%	68
2017 Q1	$801K	Buy	3,375 +500	+17%	+$117K	0.35%	70
2016 Q4	$647K	Buy	2,875 +645	+29%	+$142K	0.29%	73
2016 Q3	$485K	Sell	2,230 -145	-6%	-$31.5K	0.24%	83
2016 Q2	$500K	Sell	2,375 -40	-2%	-$8.34K	0.25%	81
2016 Q1	$500K	Buy	2,415 +285	+13%	+$55.9K	0.24%	76
2015 Q4	$436K	Sell	2,130 -5	-0.2%	-$1.03K	0.2%	83
2015 Q3	$411K	Buy	+2,135	New	+$436K	0.2%	91

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ipswich Investment Management's IVV Position: Q2 2026 in Review

Ipswich Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, buying an estimated $907K and bringing the position to 6,976 shares worth $5.22M. The position accounts for 1.1% of the portfolio, ranked #31.

Ipswich Investment Management first reported a position in IVV in Q3 2015 and has held it in 43 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ipswich Investment Management held 6,976 shares of iShares Core S&P 500 ETF worth $5.22M as of Q2 2026.
Ipswich Investment Management bought 1,245 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $907K.
iShares Core S&P 500 ETF made up 1.1% of Ipswich Investment Management's portfolio in Q2 2026, its #31 holding.
Ipswich Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2015 and has held it in 43 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.