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

Main Street Group’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	$701K	Sell	936 -33	-3%	-$24K	0.16%	48
2026 Q1	$633K	Sell	969 -203	-17%	-$139K	0.19%	51
2025 Q4	$803K	Buy	1,172 +66	+6%	+$44.8K	0.28%	32
2025 Q3	$740K	Sell	1,106 -3	-0.3%	-$1.93K	0.22%	44
2025 Q2	$689K	Sell	1,109 -72	-6%	-$41.3K	0.22%	44
2025 Q1	$664K	Sell	1,181 -147	-11%	-$86.8K	0.26%	48
2024 Q4	$782K	Buy	1,328 +109	+9%	+$64.5K	0.29%	38
2024 Q3	$703K	Sell	1,219 -78	-6%	-$43.4K	0.28%	42
2024 Q2	$711K	Sell	1,297 -48	-4%	-$25.2K	0.3%	40
2024 Q1	$706K	Sell	1,345 -143	-10%	-$71.6K	0.31%	43
2023 Q4	$711K	Buy	+1,488	New	+$666K	0.25%	46

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

Main Street Group's IVV Position: Q2 2026 in Review

Main Street Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2026, selling an estimated $24K and leaving 936 shares worth $701K. The position accounts for 0.16% of the portfolio, ranked #48.

Main Street Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $803K in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Main Street Group held 936 shares of iShares Core S&P 500 ETF worth $701K as of Q2 2026.
Main Street Group sold 33 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $24K.
iShares Core S&P 500 ETF made up 0.16% of Main Street Group's portfolio in Q2 2026, its #48 holding.
Main Street Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Main Street Group's iShares Core S&P 500 ETF position peaked at $803K in Q4 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.