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Means Investment Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Means Investment Company’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 		$1.32M Sell
2,028
-35
-2% -$23.9K 0.12% 78
2025
Q4 		$1.41M Sell
2,063
-74
-3% -$50.3K 0.12% 74
2025
Q3 		$1.43M Sell
2,137
-155
-7% -$99.8K 0.12% 74
2025
Q2 		$1.42M Buy
2,292
+55
+2% +$31.6K 0.13% 74
2025
Q1 		$1.26M Sell
2,237
-90
-4% -$53.1K 0.13% 76
2024
Q4 		$1.37M Buy
2,327
+1
+0% +$592 0.14% 80
2024
Q3 		$1.34M Buy
2,326
+169
+8% +$94K 0.15% 79
2024
Q2 		$1.18M Sell
2,157
-5
-0.2% -$2.63K 0.14% 80
2024
Q1 		$1.14M Buy
2,162
+14
+0.7% +$7K 0.15% 83
2023
Q4 		$1.03M Buy
2,148
+1
+0% +$448 0.15% 91
2023
Q3 		$922K Buy
2,147
+317
+17% +$142K 0.15% 95
2023
Q2 		$816K Buy
1,830
+5
+0.3% +$2.11K 0.13% 102
2023
Q1 		$750K Buy
1,825
+158
+9% +$63.3K 0.13% 99
2022
Q4 		$641K Buy
1,667
+42
+3% +$16.2K 0.13% 103
2022
Q3 		$583K Sell
1,625
-7
-0.4% -$2.79K 0.13% 101
2022
Q2 		$619K Buy
1,632
+48
+3% +$19.7K 0.13% 100
2022
Q1 		$719K Buy
1,584
+4
+0.3% +$1.79K 0.13% 95
2021
Q4 		$754K Buy
1,580
+5
+0.3% +$2.3K 0.13% 93
2021
Q3 		$679K Buy
1,575
+5
+0.3% +$2.22K 0.13% 95
2021
Q2 		$675K Buy
1,570
+4
+0.3% +$1.68K 0.14% 93
2021
Q1 		$623K Buy
1,566
+4
+0.3% +$1.55K 0.14% 94
2020
Q4 		$613K Buy
1,562
+6
+0.4% +$2.14K 0.14% 91
2020
Q3 		$547K Sell
1,556
-70
-4% -$23.3K 0.15% 83
2020
Q2 		$543K Sell
1,626
-145
-8% -$42.6K 0.17% 78
2020
Q1 		$496K Buy
1,771
+235
+15% +$72K 0.19% 75
2019
Q4 		$512K Buy
1,536
+339
+28% +$105K 0.17% 79
2019
Q3 		$370K Buy
1,197
+5
+0.4% +$1.49K 0.14% 100
2019
Q2 		$356K Sell
1,192
-47
-4% -$13.6K 0.15% 98
2019
Q1 		$353K Buy
+1,239
New +$339K 0.16% 103

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Means Investment Company's IVV Position: Q1 2026 in Review

Means Investment Company reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q1 2026, selling an estimated $23.9K and leaving 2,028 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #78.

Means Investment Company first reported a position in IVV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.43M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Means Investment Company held 2,028 shares of iShares Core S&P 500 ETF worth $1.32M as of Q1 2026.
  • Means Investment Company sold 35 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $23.9K.
  • iShares Core S&P 500 ETF made up 0.12% of Means Investment Company's portfolio in Q1 2026, its #78 holding.
  • Means Investment Company first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
  • Means Investment Company's iShares Core S&P 500 ETF position peaked at $1.43M in Q3 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.