McGowan Group Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

McGowan Group Asset 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	$215K	Hold	329	–	–	0.03%	134
2025 Q4	$225K	Hold	329	–	–	0.03%	117
2025 Q3	$220K	Hold	329	–	–	0.03%	114
2025 Q2	$204K	Buy	+329	New	+$189K	0.03%	123

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

McGowan Group Asset Management's IVV Position: Q1 2026 in Review

McGowan Group Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 329 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #134.

McGowan Group Asset Management first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $225K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

McGowan Group Asset Management held 329 shares of iShares Core S&P 500 ETF worth $215K as of Q1 2026.
McGowan Group Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.03% of McGowan Group Asset Management's portfolio in Q1 2026, its #134 holding.
McGowan Group Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
McGowan Group Asset Management's iShares Core S&P 500 ETF position peaked at $225K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.