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Mendel Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Mendel Capital 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
Q2 		$1.57M Buy
2,102
+2
+0.1% +$1.46K 0.71% 34
2026
Q1 		$1.37M Buy
+2,100
New +$1.43M 0.69% 39
2025
Q3 		$1.41M Hold
2,105
– – 0.74% 36
2025
Q2 		$1.31M Sell
2,105
-221
-10% -$127K 0.75% 32
2025
Q1 		$1.31M Buy
2,326
+1
+0% +$591 0.79% 34
2024
Q4 		$1.37M Buy
2,325
+58
+3% +$34.3K 0.83% 28
2024
Q3 		$1.31M Buy
2,267
+25
+1% +$13.9K 0.8% 34
2024
Q2 		$1.23M Buy
2,242
+94
+4% +$49.4K 0.79% 30
2024
Q1 		$1.13M Buy
2,148
+51
+2% +$25.5K 0.75% 32
2023
Q4 		$1M Buy
2,097
+60
+3% +$26.9K 0.72% 34
2023
Q3 		$875K Buy
2,037
+57
+3% +$25.5K 0.72% 34
2023
Q2 		$882K Sell
1,980
-198
-9% -$83.4K 0.71% 34
2023
Q1 		$895K Buy
+2,178
New +$873K 0.81% 30

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Mendel Capital Management's IVV Position: Q2 2026 in Review

Mendel Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q2 2026, buying an estimated $1.46K and bringing the position to 2,102 shares worth $1.57M. The position accounts for 0.71% of the portfolio, ranked #34.

Mendel Capital Management first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mendel Capital Management held 2,102 shares of iShares Core S&P 500 ETF worth $1.57M as of Q2 2026.
  • Mendel Capital Management bought 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
  • iShares Core S&P 500 ETF made up 0.71% of Mendel Capital Management's portfolio in Q2 2026, its #34 holding.
  • Mendel Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.