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MayTech Global Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

MayTech Global 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 		– Sell
-321
Closed -$210K – 24
2026
Q1 		$210K Buy
321
+1
+0.3% +$683 0.03% 23
2025
Q4 		$219K Buy
320
+1
+0.3% +$679 0.02% 26
2025
Q3 		$214K Buy
+319
New +$205K 0.02% 24
2024
Q4 		– Sell
-850
Closed -$490K – 26
2024
Q3 		$490K Sell
850
-222
-21% -$123K 0.06% 25
2024
Q2 		$586K Sell
1,072
-110
-9% -$57.8K 0.09% 22
2024
Q1 		$621K Buy
1,182
+1
+0.1% +$500 0.1% 22
2023
Q4 		$564K Sell
1,181
-1,324
-53% -$593K 0.11% 22
2023
Q3 		$1.08M Sell
2,505
-319
-11% -$143K 0.25% 22
2023
Q2 		$1.26M Sell
2,824
-541
-16% -$228K 0.25% 27
2023
Q1 		$1.38M Sell
3,365
-193
-5% -$77.4K 0.38% 23
2022
Q4 		$1.37M Buy
3,558
+21
+0.6% +$8.1K 0.45% 26
2022
Q3 		$1.27M Sell
3,537
-454
-11% -$181K 0.46% 22
2022
Q2 		$1.51M Sell
3,991
-429
-10% -$176K 0.48% 26
2022
Q1 		$2M Sell
4,420
-78
-2% -$34.9K 0.46% 26
2021
Q4 		$2.15M Buy
4,498
+1,734
+63% +$799K 0.43% 24
2021
Q3 		$1.19M Hold
2,764
– – 0.25% 29
2021
Q2 		$1.19M Buy
+2,764
New +$1.16M 0.25% 28

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

MayTech Global Investments's IVV Position: Q2 2026 in Review

MayTech Global Investments sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 321 shares — an estimated $210K sold.

MayTech Global Investments first reported a position in IVV in Q2 2021 and held it in 17 quarters. The position peaked at $2.15M in Q4 2021. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • MayTech Global Investments reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • MayTech Global Investments sold 321 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $210K.
  • MayTech Global Investments first reported a position in iShares Core S&P 500 ETF in Q2 2021 and held it in 17 quarters.
  • MayTech Global Investments's iShares Core S&P 500 ETF position peaked at $2.15M in Q4 2021.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MayTech Global Investments's 13F filing for Q2 2026, filed 29 Jul 2026.