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M.E. Allison & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

M.E. Allison & 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 		$955K Buy
1,276
+1
+0.1% +$728 0.55% 51
2026
Q1 		$833K Hold
1,275
– – 0.55% 52
2025
Q4 		$873K Sell
1,275
-44
-3% -$29.9K 0.59% 46
2025
Q3 		$883K Buy
1,319
+220
+20% +$142K 0.61% 44
2025
Q2 		$682K Buy
1,099
+1
+0.1% +$574 0.55% 50
2025
Q1 		$617K Hold
1,098
– – 0.61% 47
2024
Q4 		$646K Buy
+1,098
New +$650K 0.71% 40

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

M.E. Allison & Co's IVV Position: Q2 2026 in Review

M.E. Allison & Co increased its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q2 2026, buying an estimated $728 and bringing the position to 1,276 shares worth $955K. The position accounts for 0.55% of the portfolio, ranked #51.

M.E. Allison & Co first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • M.E. Allison & Co held 1,276 shares of iShares Core S&P 500 ETF worth $955K as of Q2 2026.
  • M.E. Allison & Co bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.55% of M.E. Allison & Co's portfolio in Q2 2026, its #51 holding.
  • M.E. Allison & Co first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.