Meyer Handelman Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Meyer Handelman 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	$2.94M	Sell	4,506 -100	-2%	-$68.3K	0.09%	114
2025 Q4	$3.15M	Buy	4,606 +16	+0.3%	+$10.9K	0.1%	112
2025 Q3	$3.07M	Sell	4,590 -80	-2%	-$51.5K	0.1%	118
2025 Q2	$2.9M	Hold	4,670	–	–	0.1%	118
2025 Q1	$2.62M	Hold	4,670	–	–	0.09%	123
2024 Q4	$2.75M	Hold	4,670	–	–	0.1%	121
2024 Q3	$2.69M	Hold	4,670	–	–	0.09%	124
2024 Q2	$2.56M	Buy	4,670 +1,224	+36%	+$644K	0.09%	124
2024 Q1	$1.81M	Buy	+3,446	New	+$1.72M	0.06%	136

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Meyer Handelman Company's IVV Position: Q1 2026 in Review

Meyer Handelman Company reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q1 2026, selling an estimated $68.3K and leaving 4,506 shares worth $2.94M. The position accounts for 0.09% of the portfolio, ranked #114.

Meyer Handelman Company first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.15M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Meyer Handelman Company held 4,506 shares of iShares Core S&P 500 ETF worth $2.94M as of Q1 2026.
Meyer Handelman Company sold 100 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $68.3K.
iShares Core S&P 500 ETF made up 0.09% of Meyer Handelman Company's portfolio in Q1 2026, its #114 holding.
Meyer Handelman Company first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Meyer Handelman Company's iShares Core S&P 500 ETF position peaked at $3.15M in Q4 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.