MMRF
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Michelson Medical Research Foundation’s iShares Core S&P 500 ETF IVV Stock Holding History

Michelson Medical Research Foundation’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
2025
Q2 		– Sell
-14,989
Closed -$8.42M – 24
2025
Q1 		$8.42M Hold
14,989
– – 7.05% 6
2024
Q4 		$8.82M Hold
14,989
– – 7.4% 3
2024
Q3 		$8.65M Hold
14,989
– – 6.1% 6
2024
Q2 		$8.2M Sell
14,989
-3,000
-17% -$1.58M 7.05% 5
2024
Q1 		$9.46M Hold
17,989
– – 5.73% 7
2023
Q4 		$8.59M Hold
17,989
– – 5.67% 6
2023
Q3 		$7.73M Hold
17,989
– – 5.22% 7
2023
Q2 		$8.02M Hold
17,989
– – 5.7% 9
2023
Q1 		$7.39M Sell
17,989
-15,710
-47% -$6.3M 5.8% 9
2022
Q4 		$12.9M Buy
+33,699
New +$13M 8.39% 5

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Michelson Medical Research Foundation's IVV Position: Q2 2025 in Review

Michelson Medical Research Foundation sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 14,989 shares — an estimated $8.42M sold.

Michelson Medical Research Foundation first reported a position in IVV in Q4 2022 and held it in 10 quarters. The position peaked at $12.9M in Q4 2022. 3,619 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Michelson Medical Research Foundation reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Michelson Medical Research Foundation sold 14,989 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $8.42M.
  • Michelson Medical Research Foundation first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 10 quarters.
  • Michelson Medical Research Foundation's iShares Core S&P 500 ETF position peaked at $12.9M in Q4 2022.
  • 3,619 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2025, filed 14 Aug 2025.