MP
IVV icon

McDonald Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

McDonald Partners’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 		$609K Sell
813
-36
-4% -$26.2K 0.15% 136
2026
Q1 		$555K Hold
849
– – 0.13% 131
2025
Q4 		$582K Hold
849
– – 0.18% 119
2025
Q3 		$568K Sell
849
-284
-25% -$183K 0.17% 131
2025
Q2 		$704K Hold
1,133
– – 0.17% 145
2025
Q1 		$637K Buy
1,133
+116
+11% +$68.5K 0.17% 147
2024
Q4 		$599K Sell
1,017
-38
-4% -$22.5K 0.15% 152
2024
Q3 		$609K Buy
1,055
+142
+16% +$79K 0.15% 150
2024
Q2 		$500K Sell
913
-1
-0.1% -$526 0.13% 164
2024
Q1 		$480K Sell
914
-170
-16% -$85.1K 0.13% 170
2023
Q4 		$518K Hold
1,084
– – 0.15% 160
2023
Q3 		$465K Hold
1,084
– – 0.15% 156
2023
Q2 		$483K Hold
1,084
– – 0.15% 159
2023
Q1 		$445K Buy
1,084
+89
+9% +$35.7K 0.14% 159
2022
Q4 		$382K Buy
995
+7
+0.7% +$2.7K 0.13% 164
2022
Q3 		$354K Sell
988
-4,796
-83% -$1.92M 0.14% 164
2022
Q2 		$2.19M Buy
5,784
+93
+2% +$38.3K 0.56% 50
2022
Q1 		$2.58M Buy
5,691
+3,843
+208% +$1.72M 0.56% 50
2021
Q4 		$882K Sell
1,848
-4,192
-69% -$1.93M 0.82% 33
2021
Q3 		$2.6M Buy
6,040
+187
+3% +$82.9K 0.61% 44
2021
Q2 		$2.52M Sell
5,853
-6
-0.1% -$2.51K 0.59% 45
2021
Q1 		$2.33M Buy
5,859
+52
+0.9% +$20.1K 0.6% 46
2020
Q4 		$2.18M Buy
+5,807
New +$2.07M 0.61% 45

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

McDonald Partners's IVV Position: Q2 2026 in Review

McDonald Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q2 2026, selling an estimated $26.2K and leaving 813 shares worth $609K. The position accounts for 0.15% of the portfolio, ranked #136.

McDonald Partners first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.6M in Q3 2021. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • McDonald Partners held 813 shares of iShares Core S&P 500 ETF worth $609K as of Q2 2026.
  • McDonald Partners sold 36 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.2K.
  • iShares Core S&P 500 ETF made up 0.15% of McDonald Partners's portfolio in Q2 2026, its #136 holding.
  • McDonald Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's iShares Core S&P 500 ETF position peaked at $2.6M in Q3 2021.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.