McMillan Office’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
Q2
$5.2M Hold
6,944
0.6% 25
2026
Q1
$4.54M Hold
6,944
0.58% 30
2025
Q4
$4.76M Buy
+6,944
New +$4.72M 0.57% 28

Other funds holding IVV

McMillan Office's IVV Position: Q2 2026 in Review

McMillan Office held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 6,944 shares worth $5.2M. The position accounts for 0.6% of the portfolio, ranked #25.

McMillan Office first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • McMillan Office held 6,944 shares of iShares Core S&P 500 ETF worth $5.2M as of Q2 2026.
  • McMillan Office left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.6% of McMillan Office's portfolio in Q2 2026, its #25 holding.
  • McMillan Office first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.