McCarter Private Wealth Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
McCarter Private Wealth Services's IVV Position: Q2 2026 in Review
McCarter Private Wealth Services increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $105K and bringing the position to 9,117 shares worth $6.83M. The position accounts for 2.36% of the portfolio, ranked #4.
McCarter Private Wealth Services first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,104 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- McCarter Private Wealth Services held 9,117 shares of iShares Core S&P 500 ETF worth $6.83M as of Q2 2026.
- McCarter Private Wealth Services bought 144 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $105K.
- iShares Core S&P 500 ETF made up 2.36% of McCarter Private Wealth Services's portfolio in Q2 2026, its #4 holding.
- McCarter Private Wealth Services first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
- 4,104 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.