MAM
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Madison Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Madison Asset 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 		$6.1M Buy
8,152
+774
+10% +$564K 0.07% 160
2026
Q1 		$4.82M Buy
7,378
+200
+3% +$137K 0.06% 170
2025
Q4 		$4.92M Sell
7,178
-8
-0.1% -$5.43K 0.06% 170
2025
Q3 		$4.81M Sell
7,186
-50
-0.7% -$32.2K 0.05% 170
2025
Q2 		$4.49M Buy
7,236
+21
+0.3% +$12.1K 0.05% 176
2025
Q1 		$4.05M Buy
7,215
+114
+2% +$67.3K 0.05% 179
2024
Q4 		$4.18M Sell
7,101
-154
-2% -$91.2K 0.05% 180
2024
Q3 		$4.18M Sell
7,255
-152
-2% -$84.5K 0.05% 184
2024
Q2 		$4.05M Buy
7,407
+868
+13% +$456K 0.05% 189
2024
Q1 		$3.44M Buy
6,539
+148
+2% +$74.1K 0.04% 212
2023
Q4 		$3.05M Buy
6,391
+109
+2% +$48.8K 0.04% 227
2023
Q3 		$2.7M Sell
6,282
-177
-3% -$79.2K 0.04% 231
2023
Q2 		$2.88M Buy
6,459
+66
+1% +$27.8K 0.04% 223
2023
Q1 		$2.63M Sell
6,393
-17,380
-73% -$6.97M 0.04% 230
2022
Q4 		$9.13M Sell
23,773
-428
-2% -$165K 0.14% 127
2022
Q3 		$8.68M Sell
24,201
-85
-0.3% -$33.9K 0.15% 122
2022
Q2 		$9.21M Sell
24,286
-349
-1% -$144K 0.14% 131
2022
Q1 		$11.2M Sell
24,635
-1,213
-5% -$542K 0.16% 121
2021
Q4 		$12.3M Buy
25,848
+726
+3% +$335K 0.16% 125
2021
Q3 		$10.8M Buy
25,122
+5,831
+30% +$2.58M 0.15% 125
2021
Q2 		$8.29M Buy
19,291
+25
+0.1% +$10.5K 0.11% 140
2021
Q1 		$7.66M Sell
19,266
-7,619
-28% -$2.95M 0.11% 143
2020
Q4 		$10.1M Sell
26,885
-24
-0.1% -$8.54K 0.15% 120
2020
Q3 		$9.04M Sell
26,909
-2,902
-10% -$966K 0.15% 117
2020
Q2 		$9.23M Sell
29,811
-29,418
-50% -$8.64M 0.16% 116
2020
Q1 		$15.3M Buy
59,229
+20,920
+55% +$6.41M 0.31% 95
2019
Q4 		$12.4M Buy
+38,309
New +$11.9M 0.19% 118

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 22.96% 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

Madison Asset Management's IVV Position: Q2 2026 in Review

Madison Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $564K and bringing the position to 8,152 shares worth $6.1M. The position accounts for 0.07% of the portfolio, ranked #160.

Madison Asset Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.3M in Q1 2020. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Madison Asset Management held 8,152 shares of iShares Core S&P 500 ETF worth $6.1M as of Q2 2026.
  • Madison Asset Management bought 774 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $564K.
  • iShares Core S&P 500 ETF made up 0.07% of Madison Asset Management's portfolio in Q2 2026, its #160 holding.
  • Madison Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Madison Asset Management's iShares Core S&P 500 ETF position peaked at $15.3M in Q1 2020.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.