L. Roy Papp & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

L. Roy Papp & 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	$786K	Buy	1,049 +51	+5%	+$37.1K	0.08%	108
2026 Q1	$652K	Sell	998 -70	-7%	-$47.8K	0.08%	114
2025 Q4	$732K	Sell	1,068 -338	-24%	-$230K	0.08%	105
2025 Q3	$941K	Buy	1,406 +300	+27%	+$193K	0.11%	99
2025 Q2	$687K	Buy	1,106 +175	+19%	+$100K	0.08%	109
2025 Q1	$523K	Sell	931 -13	-1%	-$7.68K	0.06%	125
2024 Q4	$556K	Hold	944	–	–	0.06%	123
2024 Q3	$545K	Hold	944	–	–	0.07%	118
2024 Q2	$517K	Sell	944 -14	-1%	-$7.36K	0.06%	116
2024 Q1	$504K	Sell	958 -129	-12%	-$64.5K	0.06%	121
2023 Q4	$519K	Hold	1,087	–	–	0.06%	117
2023 Q3	$467K	Hold	1,087	–	–	0.06%	118
2023 Q2	$484K	Buy	1,087 +28	+3%	+$11.8K	0.06%	121
2023 Q1	$435K	Sell	1,059 -27	-2%	-$10.8K	0.06%	123
2022 Q4	$417K	Buy	1,086 +1	+0.1%	+$386	0.06%	126
2022 Q3	$389K	Buy	1,085 +2	+0.2%	+$799	0.06%	126
2022 Q2	$411K	Buy	1,083 +1	+0.1%	+$411	0.06%	128
2022 Q1	$491K	Buy	1,082 +273	+34%	+$122K	0.06%	125
2021 Q4	$386K	Sell	809 -295	-27%	-$136K	0.04%	147
2021 Q3	$476K	Buy	1,104 +1	+0.1%	+$443	0.06%	128
2021 Q2	$474K	Buy	1,103 +1	+0.1%	+$419	0.06%	131
2021 Q1	$438K	Sell	1,102 -991	-47%	-$384K	0.06%	132
2020 Q4	$786K	Buy	2,093 +222	+12%	+$79K	0.09%	110
2020 Q3	$629K	Sell	1,871 -121	-6%	-$40.3K	0.08%	115
2020 Q2	$617K	Sell	1,992 -30	-1%	-$8.81K	0.09%	116
2020 Q1	$522K	Sell	2,022 -176	-8%	-$53.9K	0.1%	119
2019 Q4	$710K	Sell	2,198 -80	-4%	-$24.8K	0.1%	118
2019 Q3	$680K	Hold	2,278	–	–	0.11%	115
2019 Q2	$671K	Buy	2,278 +1,174	+106%	+$340K	0.11%	117
2019 Q1	$314K	Buy	+1,104	New	+$302K	0.06%	127
2018 Q4	–	Sell	-1,148	Closed	-$336K	–	150
2018 Q3	$336K	Hold	1,148	–	–	0.06%	129
2018 Q2	$313K	Sell	1,148 -417	-27%	-$113K	0.06%	129
2018 Q1	$421K	Hold	1,565	–	–	0.08%	124
2017 Q4	$421K	Buy	+1,565	New	+$410K	0.08%	115
2017 Q3	–	Sell	-1,565	Closed	-$381K	–	134
2017 Q2	$381K	Buy	+1,565	New	+$378K	0.08%	119
2017 Q1	–	Sell	-1,421	Closed	-$320K	–	142
2016 Q4	$320K	Buy	+1,421	New	+$312K	0.07%	126
2016 Q3	–	Sell	-1,093	Closed	-$230K	–	151
2016 Q2	$230K	Buy	+1,093	New	+$228K	0.05%	142
2016 Q1	–	Sell	-1,040	Closed	-$213K	–	149
2015 Q4	$213K	Buy	+1,040	New	+$215K	0.05%	136
2015 Q3	–	Sell	-1,003	Closed	-$208K	–	141
2015 Q2	$208K	Buy	+1,003	New	+$212K	0.05%	140
2015 Q1	–	Sell	-1,702	Closed	-$352K	–	145
2014 Q4	$352K	Buy	1,702 +219	+15%	+$44.3K	0.08%	125
2014 Q3	$294K	Buy	+1,483	New	+$295K	0.07%	124

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

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

L. Roy Papp & Associates's IVV Position: Q2 2026 in Review

L. Roy Papp & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q2 2026, buying an estimated $37.1K and bringing the position to 1,049 shares worth $786K. The position accounts for 0.08% of the portfolio, ranked #108.

L. Roy Papp & Associates first reported a position in IVV in Q3 2014 and has held it in 41 quarters since. The position peaked at $941K in Q3 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

L. Roy Papp & Associates held 1,049 shares of iShares Core S&P 500 ETF worth $786K as of Q2 2026.
L. Roy Papp & Associates bought 51 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $37.1K.
iShares Core S&P 500 ETF made up 0.08% of L. Roy Papp & Associates's portfolio in Q2 2026, its #108 holding.
L. Roy Papp & Associates first reported a position in iShares Core S&P 500 ETF in Q3 2014 and has held it in 41 quarters since.
L. Roy Papp & Associates's iShares Core S&P 500 ETF position peaked at $941K in Q3 2025.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.