Maryland Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Maryland Capital Advisors’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	$64.4K	Buy	+86	New	+$62.6K	0.02%	123
2025 Q4	$58.9K	Buy	86 +75	+682%	+$50.9K	0.02%	137
2025 Q3	$7.36K	Hold	11	–	–	﹤0.01%	197
2025 Q2	$6.83K	Hold	11	–	–	﹤0.01%	211
2025 Q1	$6.18K	Hold	11	–	–	﹤0.01%	179
2024 Q4	$6.48K	Hold	11	–	–	﹤0.01%	198
2024 Q3	$6.35K	Hold	11	–	–	﹤0.01%	194
2024 Q2	$6.02K	Hold	11	–	–	﹤0.01%	193
2024 Q1	$5.78K	Hold	11	–	–	﹤0.01%	174
2023 Q4	$5.25K	Hold	11	–	–	﹤0.01%	184
2023 Q3	$4.72K	Hold	11	–	–	﹤0.01%	187
2023 Q2	$4.9K	Hold	11	–	–	﹤0.01%	194
2023 Q1	$4.52K	Buy	+11	New	+$4.41K	﹤0.01%	199
2022 Q2	–	Sell	-75	Closed	-$34K	–	231
2022 Q1	$34K	Hold	75	–	–	0.03%	112
2021 Q4	$36K	Buy	+75	New	+$34.6K	0.03%	110

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Maryland Capital Advisors's IVV Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 86 shares worth $64.4K. The stake represents 0.02% of the portfolio and ranks #123 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IVV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Maryland Capital Advisors held 86 shares of iShares Core S&P 500 ETF worth $64.4K as of Q2 2026.
iShares Core S&P 500 ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 0.02% of Maryland Capital Advisors's portfolio in Q2 2026, its #123 holding.
Maryland Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.