MIM
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Macroview Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Macroview Investment 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 		$5.76M Buy
7,696
+67
+0.9% +$48.8K 3.56% 9
2026
Q1 		$4.98M Buy
7,629
+251
+3% +$171K 3.46% 7
2025
Q4 		$5.05M Buy
7,378
+90
+1% +$61.1K 3.45% 7
2025
Q3 		$4.88M Buy
7,288
+183
+3% +$118K 3.64% 7
2025
Q2 		$4.41M Buy
7,105
+334
+5% +$192K 3.59% 7
2025
Q1 		$3.8M Sell
6,771
-1,515
-18% -$895K 3.56% 8
2024
Q4 		$4.88M Buy
8,286
+1,607
+24% +$951K 4.91% 2
2024
Q3 		$3.85M Buy
6,679
+189
+3% +$105K 3.77% 5
2024
Q2 		$3.55M Sell
6,490
-216
-3% -$114K 3.76% 5
2024
Q1 		$3.53M Sell
6,706
-52
-0.8% -$26K 3.88% 2
2023
Q4 		$3.23M Buy
6,758
+469
+7% +$210K 3.8% 3
2023
Q3 		$2.7M Buy
6,289
+410
+7% +$183K 3.6% 4
2023
Q2 		$2.62M Buy
5,879
+361
+7% +$152K 4.03% 7
2023
Q1 		$2.27M Buy
5,518
+1,139
+26% +$457K 3.63% 7
2022
Q4 		$1.68M Buy
4,379
+487
+13% +$188K 2.89% 11
2022
Q3 		$1.4M Sell
3,892
-47
-1% -$18.8K 2.55% 14
2022
Q2 		$1.49M Sell
3,939
-221
-5% -$90.9K 2.44% 13
2022
Q1 		$1.89M Buy
4,160
+522
+14% +$233K 2.7% 11
2021
Q4 		$1.74M Buy
3,638
+77
+2% +$35.5K 2.22% 18
2021
Q3 		$1.53M Buy
3,561
+70
+2% +$31K 1.98% 18
2021
Q2 		$1.5M Buy
3,491
+44
+1% +$18.4K 2.01% 20
2021
Q1 		$1.37M Buy
3,447
+258
+8% +$99.9K 1.96% 17
2020
Q4 		$1.2M Buy
3,189
+315
+11% +$112K 1.78% 21
2020
Q3 		$966K Buy
2,874
+492
+21% +$164K 1.65% 20
2020
Q2 		$738K Buy
2,382
+25
+1% +$7.34K 1.56% 17
2020
Q1 		$609K Buy
2,357
+225
+11% +$68.9K 1.3% 18
2019
Q4 		$689K Sell
2,132
-19
-0.9% -$5.88K 1.43% 19
2019
Q3 		$642K Buy
2,151
+63
+3% +$18.7K 1.39% 20
2019
Q2 		$615K Sell
2,088
-3,208
-61% -$930K 1.6% 19
2019
Q1 		$1.51M Sell
5,296
-1,110
-17% -$304K 3.74% 8
2018
Q4 		$1.61M Sell
6,406
-347
-5% -$94.2K 5.14% 6
2018
Q3 		$1.98M Sell
6,753
-240
-3% -$68.8K 6.19% 6
2018
Q2 		$1.91M Sell
6,993
-113
-2% -$30.7K 6.67% 5
2018
Q1 		$1.89M Buy
7,106
+3,429
+93% +$943K 6.73% 6
2017
Q4 		$989K Buy
3,677
+1
+0% +$262 4.69% 7
2017
Q3 		$930K Buy
3,676
+1,171
+47% +$291K 4.61% 7
2017
Q2 		$610K Buy
2,505
+2,238
+838% +$540K 3.29% 8
2017
Q1 		$63K Buy
+267
New +$62.5K 0.36% 28
2014
Q4 		– Sell
-180
Closed -$36K – 236
2014
Q3 		$36K Hold
180
– – 0.05% 53
2014
Q2 		$35K Hold
180
– – 0.05% 51
2014
Q1 		$34K Hold
180
– – 0.05% 55
2013
Q4 		$33K Hold
180
– – 0.06% 50
2013
Q3 		$30K Buy
+180
New +$30.3K 0.05% 49

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Macroview Investment Management's IVV Position: Q2 2026 in Review

Macroview Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.88% in Q2 2026, buying an estimated $48.8K and bringing the position to 7,696 shares worth $5.76M. The position accounts for 3.56% of the portfolio, ranked #9.

Macroview Investment Management first reported a position in IVV in Q3 2013 and has held it in 43 quarters since. 1,894 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Macroview Investment Management held 7,696 shares of iShares Core S&P 500 ETF worth $5.76M as of Q2 2026.
  • Macroview Investment Management bought 67 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $48.8K.
  • iShares Core S&P 500 ETF made up 3.56% of Macroview Investment Management's portfolio in Q2 2026, its #9 holding.
  • Macroview Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2013 and has held it in 43 quarters since.
  • 1,894 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.