Johnson & White Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Johnson & White Wealth 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	$2.37M	Buy	3,162 +178	+6%	+$130K	0.89%	26
2026 Q1	$1.95M	Sell	2,984 -43	-1%	-$29.4K	0.82%	28
2025 Q4	$2.07M	Sell	3,027 -52	-2%	-$35.3K	0.9%	26
2025 Q3	$2.06M	Sell	3,079 -6	-0.2%	-$3.86K	0.94%	26
2025 Q2	$1.92M	Buy	3,085 +22	+0.7%	+$12.6K	0.97%	28
2025 Q1	$1.72M	Buy	3,063 +24	+0.8%	+$14.2K	0.97%	26
2024 Q4	$1.78M	Buy	+3,039	New	+$1.8M	1.08%	25
2024 Q2	–	Sell	-2,957	Closed	-$1.55M	–	67
2024 Q1	$1.55M	Buy	2,957 +305	+12%	+$153K	1.13%	25
2023 Q4	$1.27M	Buy	2,652 +159	+6%	+$71.2K	1.05%	26
2023 Q3	$1.07M	Buy	+2,493	New	+$1.12M	0.97%	29
2023 Q2	–	Sell	-2,631	Closed	-$1.08M	–	53
2023 Q1	$1.08M	Sell	2,631 -53,179	-95%	-$21.3M	0.96%	28
2022 Q4	$3.56M	Buy	55,810 +53,138	+1,989%	+$20.5M	3.58%	8
2022 Q3	$958K	Buy	+2,672	New	+$1.07M	1.08%	24

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

Johnson & White Wealth Management's IVV Position: Q2 2026 in Review

Johnson & White Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 6% in Q2 2026, buying an estimated $130K and bringing the position to 3,162 shares worth $2.37M. The position accounts for 0.89% of the portfolio, ranked #26.

Johnson & White Wealth Management first reported a position in IVV in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.56M in Q4 2022. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Johnson & White Wealth Management held 3,162 shares of iShares Core S&P 500 ETF worth $2.37M as of Q2 2026.
Johnson & White Wealth Management bought 178 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $130K.
iShares Core S&P 500 ETF made up 0.89% of Johnson & White Wealth Management's portfolio in Q2 2026, its #26 holding.
Johnson & White Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 13 quarters since.
Johnson & White Wealth Management's iShares Core S&P 500 ETF position peaked at $3.56M in Q4 2022.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.