J.W. Coons Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

J.W. Coons Advisors’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
2025 Q2	$222K	Hold	357	–	–	0.05%	228
2025 Q1	$201K	Hold	357	–	–	0.05%	229
2024 Q4	$210K	Buy	+357	New	+$211K	0.05%	222
2024 Q2	–	Sell	-386	Closed	-$203K	–	243
2024 Q1	$203K	Buy	+386	New	+$193K	0.05%	237
2023 Q1	–	Sell	-748	Closed	-$287K	–	238
2022 Q4	$287K	Hold	748	–	–	0.09%	188
2022 Q3	$268K	Sell	748 -115	-13%	-$45.9K	0.1%	184
2022 Q2	$327K	Sell	863 -90	-9%	-$37K	0.12%	177
2022 Q1	$432K	Buy	953 +275	+41%	+$123K	0.13%	162
2021 Q4	$323K	Sell	678 -10	-1%	-$4.61K	0.1%	186
2021 Q3	$296K	Sell	688 -10	-1%	-$4.43K	0.1%	178
2021 Q2	$300K	Sell	698 -31	-4%	-$13K	0.11%	173
2021 Q1	$291K	Buy	729 +60	+9%	+$23.2K	0.1%	176
2020 Q4	$253K	Hold	669	–	–	0.1%	179
2020 Q3	$225K	Sell	669 -35	-5%	-$11.6K	0.09%	179
2020 Q2	$217K	Sell	704 -340	-33%	-$99.8K	0.1%	183
2020 Q1	$271K	Buy	+1,044	New	+$320K	0.14%	152

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

J.W. Coons Advisors's IVV Position: Q2 2025 in Review

J.W. Coons Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2025 at 357 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #228.

J.W. Coons Advisors first reported a position in IVV in Q1 2020 and has held it in 16 quarters since. The position peaked at $432K in Q1 2022. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

J.W. Coons Advisors held 357 shares of iShares Core S&P 500 ETF worth $222K as of Q2 2025.
J.W. Coons Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2025.
iShares Core S&P 500 ETF made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #228 holding.
J.W. Coons Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 16 quarters since.
J.W. Coons Advisors's iShares Core S&P 500 ETF position peaked at $432K in Q1 2022.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.