Madden Securities’s iShares Core S&P 500 ETF IVV Stock Holding History

Madden Securities’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	$1.5M	Hold	2,000	–	–	0.42%	55
2026 Q1	$1.31M	Hold	2,000	–	–	0.39%	59
2025 Q4	$1.37M	Sell	2,000 -12	-0.6%	-$8.15K	0.42%	56
2025 Q3	$1.35M	Buy	2,012 +12	+0.6%	+$7.73K	0.41%	54
2025 Q2	$1.24M	Hold	2,000	–	–	0.42%	56
2025 Q1	$1.12M	Hold	2,000	–	–	0.44%	55
2024 Q4	$1.18M	Hold	2,000	–	–	0.47%	51
2024 Q3	$1.15M	Sell	2,000 -405	-17%	-$225K	0.5%	49
2024 Q2	$1.32M	Hold	2,405	–	–	0.58%	43
2024 Q1	$1.26M	Buy	+2,405	New	+$1.2M	0.58%	42
2020 Q3	–	Sell	-812	Closed	-$251K	–	121
2020 Q2	$251K	Buy	+812	New	+$238K	0.22%	88
2019 Q4	$263K	Buy	+812	New	+$251K	0.26%	93

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

Madden Securities's IVV Position: Q2 2026 in Review

Madden Securities held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,000 shares worth $1.5M. The position accounts for 0.42% of the portfolio, ranked #55.

Madden Securities first reported a position in IVV in Q4 2019 and has held it in 12 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Madden Securities held 2,000 shares of iShares Core S&P 500 ETF worth $1.5M as of Q2 2026.
Madden Securities left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.42% of Madden Securities's portfolio in Q2 2026, its #55 holding.
Madden Securities first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 12 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.