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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
2021
Q1 		– Sell
-200
Closed -$75K – 308
2020
Q4 		$75K Buy
+200
New +$71.2K 0.01% 273

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
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

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. 1,699 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.
  • 1,699 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.