JBA
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Johnson Bixby & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Johnson Bixby & Associates’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 		$1.08M Buy
1,445
+86
+6% +$62.6K 0.12% 55
2026
Q1 		$888K Sell
1,359
-2
-0.1% -$1.37K 0.11% 55
2025
Q4 		$932K Sell
1,361
-97
-7% -$65.9K 0.12% 56
2025
Q3 		$976K Buy
1,458
+55
+4% +$35.4K 0.13% 52
2025
Q2 		$871K Buy
1,403
+16
+1% +$9.19K 0.12% 52
2025
Q1 		$779K Hold
1,387
– – 0.12% 51
2024
Q4 		$817K Sell
1,387
-2
-0.1% -$1.18K 0.12% 52
2024
Q3 		$801K Sell
1,389
-254
-15% -$141K 0.12% 49
2024
Q2 		$899K Hold
1,643
– – 0.15% 47
2024
Q1 		$864K Hold
1,643
– – 0.15% 48
2023
Q4 		$785K Hold
1,643
– – 0.15% 51
2023
Q3 		$706K Hold
1,643
– – 0.15% 49
2023
Q2 		$732K Hold
1,643
– – 0.15% 50
2023
Q1 		$675K Hold
1,643
– – 0.15% 50
2022
Q4 		$631K Hold
1,643
– – 0.15% 52
2022
Q3 		$589K Buy
1,643
+29
+2% +$11.6K 0.15% 53
2022
Q2 		$612K Hold
1,614
– – 0.15% 49
2022
Q1 		$732K Sell
1,614
-45
-3% -$20.1K 0.19% 41
2021
Q4 		$791K Hold
1,659
– – 0.21% 38
2021
Q3 		$715K Buy
1,659
+21
+1% +$9.31K 0.21% 36
2021
Q2 		$723K Sell
1,638
-73
-4% -$30.6K 0.21% 35
2021
Q1 		$680K Sell
1,711
-5
-0.3% -$1.94K 0.21% 35
2020
Q4 		$644K Buy
+1,716
New +$611K 0.21% 34

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Johnson Bixby & Associates's IVV Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q2 2026, buying an estimated $62.6K and bringing the position to 1,445 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #55.

Johnson Bixby & Associates first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Johnson Bixby & Associates held 1,445 shares of iShares Core S&P 500 ETF worth $1.08M as of Q2 2026.
  • Johnson Bixby & Associates bought 86 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $62.6K.
  • iShares Core S&P 500 ETF made up 0.12% of Johnson Bixby & Associates's portfolio in Q2 2026, its #55 holding.
  • Johnson Bixby & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.