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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

McDonough Capital Management's IVV Position: Q1 2026 in Review

McDonough Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 501 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #38.

McDonough Capital Management first reported a position in IVV in Q4 2021 and has held it in 13 quarters since. The position peaked at $355K in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

McDonough Capital Management held 501 shares of iShares Core S&P 500 ETF worth $328K as of Q1 2026.
McDonough Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.18% of McDonough Capital Management's portfolio in Q1 2026, its #38 holding.
McDonough Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
McDonough Capital Management's iShares Core S&P 500 ETF position peaked at $355K in Q3 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.