Joel Isaacson & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Joel Isaacson & Co’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	$11.3M	Buy	15,057 +17	+0.1%	+$12.4K	0.33%	40
2026 Q1	$9.82M	Buy	15,040 +560	+4%	+$382K	0.33%	42
2025 Q4	$9.92M	Buy	14,480 +283	+2%	+$192K	0.33%	39
2025 Q3	$9.5M	Buy	14,197 +102	+0.7%	+$65.7K	0.34%	38
2025 Q2	$8.75M	Buy	14,095 +646	+5%	+$371K	0.36%	38
2025 Q1	$7.56M	Buy	13,449 +968	+8%	+$572K	0.34%	36
2024 Q4	$7.35M	Buy	12,481 +73	+0.6%	+$43.2K	0.33%	38
2024 Q3	$7.16M	Buy	12,408 +183	+1%	+$102K	0.34%	36
2024 Q2	$6.69M	Buy	12,225 +118	+1%	+$62K	0.35%	35
2024 Q1	$6.37M	Buy	12,107 +1,421	+13%	+$711K	0.35%	36
2023 Q4	$5.1M	Buy	10,686 +591	+6%	+$265K	0.31%	37
2023 Q3	$4.34M	Buy	10,095 +28	+0.3%	+$12.5K	0.3%	39
2023 Q2	$4.49M	Buy	10,067 +906	+10%	+$382K	0.3%	39
2023 Q1	$3.77M	Buy	9,161 +171	+2%	+$68.6K	0.27%	41
2022 Q4	$3.45M	Buy	8,990 +2,834	+46%	+$1.09M	0.27%	43
2022 Q3	$2.21M	Buy	6,156 +425	+7%	+$170K	0.19%	58
2022 Q2	$2.17M	Buy	5,731 +1,138	+25%	+$468K	0.18%	59
2022 Q1	$2.02M	Sell	4,593 -84	-2%	-$37.6K	0.15%	68
2021 Q4	$2.23M	Sell	4,677 -61	-1%	-$28.1K	0.15%	66
2021 Q3	$2.04M	Sell	4,738 -48	-1%	-$21.3K	0.15%	65
2021 Q2	$2.06M	Buy	4,786 +2	+0%	+$838	0.16%	60
2021 Q1	$1.9M	Sell	4,784 -5	-0.1%	-$1.94K	0.17%	57
2020 Q4	$1.8M	Sell	4,789 -149	-3%	-$53K	0.18%	51
2020 Q3	$1.66M	Sell	4,938 -1,906	-28%	-$634K	0.22%	49
2020 Q2	$2.12M	Sell	6,844 -38	-0.6%	-$11.2K	0.3%	36
2020 Q1	$1.78M	Sell	6,882 -1,574	-19%	-$482K	0.31%	38
2019 Q4	$2.73M	Sell	8,456 -433	-5%	-$134K	0.36%	31
2019 Q3	$2.65M	Sell	8,889 -642	-7%	-$191K	0.38%	31
2019 Q2	$2.81M	Buy	9,531 +23	+0.2%	+$6.67K	0.41%	31
2019 Q1	$2.71M	Buy	9,508 +15	+0.2%	+$4.1K	0.39%	33
2018 Q4	$2.47M	Buy	9,493 +1,873	+25%	+$509K	0.39%	33
2018 Q3	$2.23M	Sell	7,620 -110	-1%	-$31.6K	0.35%	30
2018 Q2	$2.11M	Hold	7,730	–	–	0.35%	30
2018 Q1	$2.05M	Buy	7,730 +9	+0.1%	+$2.48K	0.36%	32
2017 Q4	$2.08M	Sell	7,721 -373	-5%	-$97.7K	0.36%	31
2017 Q3	$2.05M	Sell	8,094 -165	-2%	-$41K	0.37%	32
2017 Q2	$2.01M	Hold	8,259	–	–	0.38%	30
2017 Q1	$1.96M	Buy	8,259 +9	+0.1%	+$2.1K	0.38%	31
2016 Q4	$1.86M	Sell	8,250 -158	-2%	-$34.7K	0.37%	32
2016 Q3	$1.83M	Buy	8,408 +100	+1%	+$21.8K	0.38%	29
2016 Q2	$1.75M	Buy	8,308 +179	+2%	+$37.3K	0.37%	28
2016 Q1	$1.68M	Buy	8,129 +2,320	+40%	+$455K	0.37%	29
2015 Q4	$1.19M	Buy	5,809 +308	+6%	+$63.6K	0.29%	45
2015 Q3	$1.06M	Hold	5,501	–	–	0.28%	42
2015 Q2	$1.14M	Buy	5,501 +126	+2%	+$26.7K	0.29%	42
2015 Q1	$1.12M	Buy	5,375 +500	+10%	+$104K	0.28%	45
2014 Q4	$1.01M	Sell	4,875 -65	-1%	-$13.2K	0.27%	46
2014 Q3	$979K	Hold	4,940	–	–	0.3%	45
2014 Q2	$973K	Hold	4,940	–	–	0.3%	42
2014 Q1	$929K	Buy	4,940 +2,135	+76%	+$394K	0.31%	43
2013 Q4	$521K	Buy	+2,805	New	+$499K	0.19%	55

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Joel Isaacson & Co's IVV Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q2 2026, buying an estimated $12.4K and bringing the position to 15,057 shares worth $11.3M. The position accounts for 0.33% of the portfolio, ranked #40.

Joel Isaacson & Co first reported a position in IVV in Q4 2013 and has held it in 51 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Joel Isaacson & Co held 15,057 shares of iShares Core S&P 500 ETF worth $11.3M as of Q2 2026.
Joel Isaacson & Co bought 17 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.4K.
iShares Core S&P 500 ETF made up 0.33% of Joel Isaacson & Co's portfolio in Q2 2026, its #40 holding.
Joel Isaacson & Co first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 51 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.