Main Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Main 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 Q1	$280K	Hold	428	–	–	0.02%	50
2025 Q4	$293K	Buy	428 +60	+16%	+$40.7K	0.02%	48
2025 Q3	$246K	Buy	368 +71	+24%	+$45.7K	0.02%	54
2025 Q2	$184K	Sell	297 -191	-39%	-$110K	0.01%	55
2025 Q1	$274K	Buy	488 +1	+0.2%	+$591	0.02%	53
2024 Q4	$287K	Buy	487 +151	+45%	+$89.4K	0.02%	53
2024 Q3	$194K	Buy	336 +101	+43%	+$56.2K	0.02%	65
2024 Q2	$129K	Hold	235	–	–	0.01%	78
2024 Q1	$124K	Hold	235	–	–	0.01%	82
2023 Q4	$112K	Sell	235 -209	-47%	-$93.5K	0.01%	77
2023 Q3	$191K	Hold	444	–	–	0.02%	65
2023 Q2	$198K	Sell	444 -3	-0.7%	-$1.26K	0.02%	66
2023 Q1	$184K	Hold	447	–	–	0.02%	73
2022 Q4	$172K	Sell	447 -712	-61%	-$275K	0.02%	89
2022 Q3	$416K	Sell	1,159 -525	-31%	-$210K	0.05%	78
2022 Q2	$638K	Hold	1,684	–	–	0.08%	72
2022 Q1	$764K	Buy	1,684 +697	+71%	+$312K	0.08%	70
2021 Q4	$471K	Sell	987 -3,000	-75%	-$1.38M	0.05%	84
2021 Q3	$1.72M	Sell	3,987 -538	-12%	-$238K	0.18%	57
2021 Q2	$1.95M	Buy	4,525 +3,000	+197%	+$1.26M	0.21%	54
2021 Q1	$607K	Buy	1,525 +20	+1%	+$7.74K	0.07%	75
2020 Q4	$565K	Sell	1,505 -130	-8%	-$46.3K	0.07%	74
2020 Q3	$549K	Hold	1,635	–	–	0.08%	63
2020 Q2	$506K	Sell	1,635 -1	-0.1%	-$294	0.08%	61
2020 Q1	$423K	Buy	1,636 +419	+34%	+$128K	0.08%	56
2019 Q4	$393K	Hold	1,217	–	–	0.05%	56
2019 Q3	$363K	Hold	1,217	–	–	0.05%	56
2019 Q2	$359K	Hold	1,217	–	–	0.05%	55
2019 Q1	$346K	Hold	1,217	–	–	0.05%	53
2018 Q4	$306K	Hold	1,217	–	–	0.05%	53
2018 Q3	$356K	Hold	1,217	–	–	0.05%	49
2018 Q2	$332K	Sell	1,217 -1,085	-47%	-$295K	0.04%	49
2018 Q1	$611K	Buy	2,302 +1,085	+89%	+$298K	0.08%	43
2017 Q4	$327K	Hold	1,217	–	–	0.05%	45
2017 Q3	$308K	Hold	1,217	–	–	0.05%	45
2017 Q2	$296K	Hold	1,217	–	–	0.05%	42
2017 Q1	$289K	Hold	1,217	–	–	0.05%	43
2016 Q4	$274K	Hold	1,217	–	–	0.05%	42
2016 Q3	$265K	Hold	1,217	–	–	0.05%	41
2016 Q2	$256K	Hold	1,217	–	–	0.05%	43
2016 Q1	$251K	Hold	1,217	–	–	0.05%	48
2015 Q4	$249K	Hold	1,217	–	–	0.04%	48
2015 Q3	$235K	Hold	1,217	–	–	0.05%	47
2015 Q2	$252K	Hold	1,217	–	–	0.04%	46
2015 Q1	$253K	Hold	1,217	–	–	0.05%	47
2014 Q4	$252K	Hold	1,217	–	–	0.05%	42
2014 Q3	$241K	Hold	1,217	–	–	0.05%	42
2014 Q2	$240K	Hold	1,217	–	–	0.05%	45
2014 Q1	$229K	Hold	1,217	–	–	0.07%	34
2013 Q4	$226K	Hold	1,217	–	–	0.05%	45
2013 Q3	$206K	Sell	1,217 -250	-17%	-$42.1K	0.05%	53
2013 Q2	$236K	Buy	+1,467	New	+$238K	0.06%	54

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Main Management's IVV Position: Q1 2026 in Review

Main Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 428 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #50.

Main Management first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.95M in Q2 2021. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Main Management held 428 shares of iShares Core S&P 500 ETF worth $280K as of Q1 2026.
Main Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.02% of Main Management's portfolio in Q1 2026, its #50 holding.
Main Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
Main Management's iShares Core S&P 500 ETF position peaked at $1.95M in Q2 2021.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Main Management's 13F filing for Q1 2026, filed 15 May 2026.