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Leigh Baldwin & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Leigh Baldwin & 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 		$795K Sell
1,062
-1,268
-54% -$923K 0.43% 52
2026
Q1 		$1.52M Buy
2,330
+65
+3% +$44.4K 0.99% 27
2025
Q4 		$1.55M Sell
2,265
-24
-1% -$16.3K 1.02% 22
2025
Q3 		$1.53M Buy
2,289
+250
+12% +$161K 0.86% 27
2025
Q2 		$1.27M Buy
2,039
+70
+4% +$40.2K 0.83% 26
2025
Q1 		$1.11M Buy
1,969
+182
+10% +$107K 0.89% 28
2024
Q4 		$1.05M Buy
+1,787
New +$1.06M 0.89% 29

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Leigh Baldwin & Co's IVV Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 54% in Q2 2026, selling an estimated $923K and leaving 1,062 shares worth $795K. The position accounts for 0.43% of the portfolio, ranked #52.

Leigh Baldwin & Co first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Leigh Baldwin & Co held 1,062 shares of iShares Core S&P 500 ETF worth $795K as of Q2 2026.
  • Leigh Baldwin & Co sold 1,268 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $923K.
  • iShares Core S&P 500 ETF made up 0.43% of Leigh Baldwin & Co's portfolio in Q2 2026, its #52 holding.
  • Leigh Baldwin & Co first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Leigh Baldwin & Co's iShares Core S&P 500 ETF position peaked at $1.55M in Q4 2025.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.