McDonough Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

McDonough Capital Management’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	$374K	Sell	498 -3	-0.6%	-$2.19K	0.19%	37
2026 Q1	$328K	Hold	501	–	–	0.18%	38
2025 Q4	$344K	Sell	501 -29	-5%	-$19.7K	0.17%	38
2025 Q3	$355K	Hold	530	–	–	0.18%	37
2025 Q2	$330K	Hold	530	–	–	0.18%	38
2025 Q1	$298K	Buy	530 +66	+14%	+$39K	0.19%	40
2024 Q4	$273K	Sell	464 -2	-0.4%	-$1.18K	0.17%	40
2024 Q3	$269K	Hold	466	–	–	0.19%	43
2024 Q2	$255K	Buy	466 +1	+0.2%	+$526	0.19%	41
2024 Q1	$244K	Hold	465	–	–	0.19%	43
2023 Q4	$222K	Buy	+465	New	+$208K	0.19%	42
2023 Q3	–	Sell	-464	Closed	-$207K	–	43
2023 Q2	$207K	Buy	+464	New	+$196K	0.19%	41
2022 Q2	–	Sell	-482	Closed	-$219K	–	38
2022 Q1	$219K	Hold	482	–	–	0.19%	41
2021 Q4	$230K	Buy	+482	New	+$222K	0.19%	40

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

McDonough Capital Management's IVV Position: Q2 2026 in Review

McDonough Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.6% in Q2 2026, selling an estimated $2.19K and leaving 498 shares worth $374K. The position accounts for 0.19% of the portfolio, ranked #37.

McDonough Capital Management first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

McDonough Capital Management held 498 shares of iShares Core S&P 500 ETF worth $374K as of Q2 2026.
McDonough Capital Management sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.19% of McDonough Capital Management's portfolio in Q2 2026, its #37 holding.
McDonough Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on McDonough Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.