May Barnhard Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

May Barnhard Investments’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	$1.32M	Buy	1,762 +1	+0.1%	+$728	0.53%	38
2026 Q1	$1.15M	Buy	1,761 +8	+0.5%	+$5.46K	0.56%	38
2025 Q4	$1.2M	Sell	1,753 -316	-15%	-$215K	0.57%	36
2025 Q3	$1.38M	Sell	2,069 -14	-0.7%	-$9.02K	0.64%	37
2025 Q2	$1.29M	Buy	2,083 +4	+0.2%	+$2.3K	0.6%	40
2025 Q1	$1.17M	Sell	2,079 -717	-26%	-$423K	0.58%	40
2024 Q4	$1.65M	Buy	2,796 +7	+0.3%	+$4.14K	0.78%	34
2024 Q3	$1.61M	Sell	2,789 -363	-12%	-$202K	0.79%	33
2024 Q2	$1.73M	Buy	3,152 +8	+0.3%	+$4.21K	0.89%	32
2024 Q1	$1.65M	Sell	3,144 -240	-7%	-$120K	0.83%	32
2023 Q4	$1.62M	Buy	+3,384	New	+$1.51M	0.83%	32

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

May Barnhard Investments's IVV Position: Q2 2026 in Review

May Barnhard Investments increased its iShares Core S&P 500 ETF (IVV) stake by 0.06% in Q2 2026, buying an estimated $728 and bringing the position to 1,762 shares worth $1.32M. The position accounts for 0.53% of the portfolio, ranked #38.

May Barnhard Investments first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q2 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

May Barnhard Investments held 1,762 shares of iShares Core S&P 500 ETF worth $1.32M as of Q2 2026.
May Barnhard Investments bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.53% of May Barnhard Investments's portfolio in Q2 2026, its #38 holding.
May Barnhard Investments first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's iShares Core S&P 500 ETF position peaked at $1.73M in Q2 2024.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.