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

Main Street Research’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 		$1.36M Sell
1,810
-744
-29% -$542K 0.06% 52
2026
Q1 		$1.67M Buy
2,554
+1,294
+103% +$884K 0.1% 52
2025
Q4 		$863K Sell
1,260
-190
-13% -$129K 0.05% 58
2025
Q3 		$970K Buy
1,450
+248
+21% +$160K 0.05% 60
2025
Q2 		$746K Sell
1,202
-58
-5% -$33.3K 0.05% 58
2025
Q1 		$708K Sell
1,260
-106
-8% -$62.6K 0.05% 64
2024
Q4 		$804K Sell
1,366
-511
-27% -$302K 0.05% 63
2024
Q3 		$1.08M Buy
1,877
+563
+43% +$313K 0.07% 58
2024
Q2 		$719K Sell
1,314
-95
-7% -$50K 0.05% 60
2024
Q1 		$741K Sell
1,409
-51
-3% -$25.5K 0.05% 60
2023
Q4 		$697K Buy
1,460
+97
+7% +$43.4K 0.06% 60
2023
Q3 		$588K Buy
1,363
+244
+22% +$109K 0.06% 64
2023
Q2 		$499K Buy
1,119
+130
+13% +$54.8K 0.08% 61
2023
Q1 		$407K Buy
989
+30
+3% +$12K 0.08% 60
2022
Q4 		$368K Sell
959
-437
-31% -$169K 0.09% 68
2022
Q3 		$501K Buy
1,396
+437
+46% +$174K 0.11% 54
2022
Q2 		$364K Buy
959
+346
+56% +$142K 0.1% 52
2022
Q1 		$278K Sell
613
-2,303
-79% -$1.03M 0.03% 98
2021
Q4 		$1.39M Sell
2,916
-1,669
-36% -$769K 0.11% 54
2021
Q3 		$1.98M Buy
4,585
+239
+5% +$106K 0.17% 49
2021
Q2 		$1.87M Buy
4,346
+950
+28% +$398K 0.15% 55
2021
Q1 		$1.35M Buy
3,396
+598
+21% +$232K 0.13% 60
2020
Q4 		$1.05M Buy
2,798
+84
+3% +$29.9K 0.11% 58
2020
Q3 		$912K Buy
+2,714
New +$903K 0.12% 55

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

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

Main Street Research reduced its iShares Core S&P 500 ETF (IVV) stake by 29% in Q2 2026, selling an estimated $542K and leaving 1,810 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #52.

Main Street Research first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.98M in Q3 2021. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Main Street Research held 1,810 shares of iShares Core S&P 500 ETF worth $1.36M as of Q2 2026.
  • Main Street Research sold 744 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $542K.
  • iShares Core S&P 500 ETF made up 0.06% of Main Street Research's portfolio in Q2 2026, its #52 holding.
  • Main Street Research first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • Main Street Research's iShares Core S&P 500 ETF position peaked at $1.98M in Q3 2021.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.