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Mayflower Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Mayflower Financial 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 		$42.5M Sell
56,689
-561
-1% -$409K 3.67% 1
2026
Q1 		$37.4M Sell
57,250
-413
-0.7% -$282K 4.54% 1
2025
Q4 		$39.5M Buy
57,663
+927
+2% +$629K 4.78% 1
2025
Q3 		$38M Sell
56,736
-2,341
-4% -$1.51M 4.77% 1
2025
Q2 		$36.7M Sell
59,077
-10,630
-15% -$6.1M 5.1% 1
2025
Q1 		$39.2M Sell
69,707
-3,158
-4% -$1.86M 5.95% 1
2024
Q4 		$42.9M Sell
72,865
-6,649
-8% -$3.94M 6.4% 1
2024
Q3 		$45.9M Sell
79,514
-34,261
-30% -$19M 6.9% 1
2024
Q2 		$52M Sell
113,775
-3,569
-3% -$1.88M 8.53% 1
2024
Q1 		$51.8M Buy
117,344
+59
+0.1% +$29.5K 8.66% 1
2023
Q4 		$47M Sell
117,285
-1,250
-1% -$559K 6.5% 1
2023
Q3 		$42.8M Sell
118,535
-16,292
-12% -$7.29M 6.41% 1
2023
Q2 		$51.7M Sell
134,827
-6,665
-5% -$2.81M 6.7% 1
2023
Q1 		$50.4M Sell
141,492
-2,962
-2% -$1.19M 6.63% 1
2022
Q4 		$48.3M Sell
144,454
-2,675
-2% -$1.03M 6.7% 1
2022
Q3 		$46M Sell
147,129
-1,103
-0.7% -$440K 7.42% 1
2022
Q2 		$49.1M Sell
148,232
-7,010
-5% -$2.88M 7.52% 1
2022
Q1 		$61.9M Sell
155,242
-1,387
-0.9% -$620K 8.33% 1
2021
Q4 		$65.8M Buy
156,629
+18,439
+13% +$8.5M 8.73% 1
2021
Q3 		$62.5M Buy
138,190
+4,432
+3% +$1.96M 8.44% 1
2021
Q2 		$57.5M Buy
133,758
+1,528
+1% +$640K 7.91% 1
2021
Q1 		$52.6M Buy
132,230
+4,242
+3% +$1.64M 7.8% 1
2020
Q4 		$48M Buy
+127,988
New +$45.6M 8.29% 1

Other funds holding IVV

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
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mayflower Financial Advisors's IVV Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q2 2026, selling an estimated $409K and leaving 56,689 shares worth $42.5M. The position accounts for 3.67% of the portfolio, ranked #1.

Mayflower Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $65.8M in Q4 2021. 1,688 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mayflower Financial Advisors held 56,689 shares of iShares Core S&P 500 ETF worth $42.5M as of Q2 2026.
  • Mayflower Financial Advisors sold 561 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $409K.
  • iShares Core S&P 500 ETF made up 3.67% of Mayflower Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Mayflower Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares Core S&P 500 ETF position peaked at $65.8M in Q4 2021.
  • 1,688 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.