MeadowBrook Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

MeadowBrook Investment Advisors’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	$1.03M	Hold	1,374	–	–	0.82%	32
2026 Q1	$898K	Hold	1,374	–	–	0.79%	35
2025 Q4	$941K	Hold	1,374	–	–	0.8%	32
2025 Q3	$920K	Hold	1,374	–	–	0.79%	34
2025 Q2	$853K	Hold	1,374	–	–	0.76%	33
2025 Q1	$772K	Hold	1,374	–	–	0.72%	36
2024 Q4	$809K	Buy	+1,374	New	+$813K	0.72%	35

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

MeadowBrook Investment Advisors's IVV Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,374 shares worth $1.03M. The position accounts for 0.82% of the portfolio, ranked #32.

MeadowBrook Investment Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

MeadowBrook Investment Advisors held 1,374 shares of iShares Core S&P 500 ETF worth $1.03M as of Q2 2026.
MeadowBrook Investment Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.82% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #32 holding.
MeadowBrook Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.