McIlrath & Eck’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.25M | Sell |
4,969
-188
| -4% | -$128K | 0.24% | 59 |
|
|
2025
Q4 | $3.53M | Buy |
5,157
+37
| +0.7% | +$25.1K | 0.33% | 44 |
|
|
2025
Q3 | $3.43M | Buy |
5,120
+33
| +0.6% | +$21.3K | 0.35% | 40 |
|
|
2025
Q2 | $3.16M | Sell |
5,087
-806
| -14% | -$463K | 0.36% | 39 |
|
|
2025
Q1 | $3.31M | Sell |
5,893
-18
| -0.3% | -$10.6K | 0.41% | 34 |
|
|
2024
Q4 | $3.48M | Sell |
5,911
-137
| -2% | -$81.1K | 0.44% | 33 |
|
|
2024
Q3 | $3.49M | Buy |
6,048
+242
| +4% | +$135K | 0.45% | 32 |
|
|
2024
Q2 | $3.18M | Sell |
5,806
-200
| -3% | -$105K | 0.47% | 31 |
|
|
2024
Q1 | $3.16M | Buy |
6,006
+245
| +4% | +$123K | 0.5% | 27 |
|
|
2023
Q4 | $2.75M | Sell |
5,761
-78
| -1% | -$34.9K | 0.48% | 29 |
|
|
2023
Q3 | $2.51M | Sell |
5,839
-171
| -3% | -$76.5K | 0.5% | 28 |
|
|
2023
Q2 | $2.68M | Sell |
6,010
-120
| -2% | -$50.6K | 0.56% | 23 |
|
|
2023
Q1 | $2.52M | Buy |
6,130
+491
| +9% | +$197K | 0.59% | 24 |
|
|
2022
Q4 | $2.17M | Sell |
5,639
-216
| -4% | -$83.4K | 0.56% | 20 |
|
|
2022
Q3 | $2.1M | Sell |
5,855
-5,955
| -50% | -$2.38M | 0.58% | 21 |
|
|
2022
Q2 | $4.48M | Buy |
11,810
+10,144
| +609% | +$4.17M | 1.39% | 11 |
|
|
2022
Q1 | $756K | Hold |
1,666
| – | – | 0.22% | 27 |
|
|
2021
Q4 | $795K | Buy |
1,666
+12
| +0.7% | +$5.53K | 0.21% | 29 |
|
|
2021
Q3 | $713K | Hold |
1,654
| – | – | 0.21% | 28 |
|
|
2021
Q2 | $711K | Sell |
1,654
-8
| -0.5% | -$3.35K | 0.22% | 29 |
|
|
2021
Q1 | $661K | Buy |
1,662
+17
| +1% | +$6.58K | 0.23% | 26 |
|
|
2020
Q4 | $618K | Sell |
1,645
-48
| -3% | -$17.1K | 0.23% | 26 |
|
|
2020
Q3 | $569K | Hold |
1,693
| – | – | 0.24% | 22 |
|
|
2020
Q2 | $524K | Buy |
1,693
+5
| +0.3% | +$1.47K | 0.24% | 22 |
|
|
2020
Q1 | $436K | Buy |
1,688
+121
| +8% | +$37.1K | 0.24% | 22 |
|
|
2019
Q4 | $507K | Hold |
1,567
| – | – | 0.24% | 25 |
|
|
2019
Q3 | $468K | Sell |
1,567
-358
| -19% | -$106K | 0.25% | 23 |
|
|
2019
Q2 | $548K | Hold |
1,925
| – | – | 0.3% | 18 |
|
|
2019
Q1 | $548K | Hold |
1,925
| – | – | 0.3% | 18 |
|
|
2018
Q4 | $484K | Hold |
1,925
| – | – | 0.31% | 16 |
|
|
2018
Q3 | $564K | Buy |
1,925
+1,232
| +178% | +$353K | 0.32% | 20 |
|
|
2018
Q2 | $186K | Buy |
693
+143
| +26% | +$38.9K | 0.11% | 46 |
|
|
2018
Q1 | $140K | Sell |
550
-65
| -11% | -$17.9K | 0.08% | 69 |
|
|
2017
Q4 | $165K | Buy |
+615
| New | +$161K | 0.1% | 57 |
|
Other funds holding IVV
McIlrath & Eck's IVV Position: Q1 2026 in Review
McIlrath & Eck reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q1 2026, selling an estimated $128K and leaving 4,969 shares worth $3.25M. The position accounts for 0.24% of the portfolio, ranked #59.
McIlrath & Eck first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.48M in Q2 2022. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- McIlrath & Eck held 4,969 shares of iShares Core S&P 500 ETF worth $3.25M as of Q1 2026.
- McIlrath & Eck sold 188 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $128K.
- iShares Core S&P 500 ETF made up 0.24% of McIlrath & Eck's portfolio in Q1 2026, its #59 holding.
- McIlrath & Eck first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- McIlrath & Eck's iShares Core S&P 500 ETF position peaked at $4.48M in Q2 2022.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.