Mill Creek Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Mill Creek Capital 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 Q1	$22.4M	Buy	34,276 +1,584	+5%	+$1.08M	0.46%	20
2025 Q4	$22.4M	Sell	32,692 -1,982	-6%	-$1.35M	0.46%	21
2025 Q3	$23.2M	Buy	34,674 +426	+1%	+$274K	0.48%	20
2025 Q2	$21.3M	Sell	34,248 -247	-0.7%	-$142K	0.47%	21
2025 Q1	$19.4M	Sell	34,495 -3,441	-9%	-$2.03M	0.47%	22
2024 Q4	$22.3M	Buy	37,936 +3	+0%	+$1.78K	0.54%	21
2024 Q3	$21.9M	Sell	37,933 -9,913	-21%	-$5.51M	0.53%	22
2024 Q2	$26.2M	Buy	47,846 +10,279	+27%	+$5.41M	0.67%	21
2024 Q1	$19.8M	Sell	37,567 -1,478	-4%	-$740K	0.54%	23
2023 Q4	$18.6M	Sell	39,045 -2,876	-7%	-$1.29M	0.55%	23
2023 Q3	$18M	Sell	41,921 -2,337	-5%	-$1.05M	0.6%	22
2023 Q2	$19.7M	Sell	44,258 -2,956	-6%	-$1.25M	0.64%	20
2023 Q1	$19.4M	Sell	47,214 -5,543	-11%	-$2.22M	0.71%	17
2022 Q4	$20.3M	Buy	+52,757	New	+$20.4M	0.84%	17

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

Mill Creek Capital Advisors's IVV Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q1 2026, buying an estimated $1.08M and bringing the position to 34,276 shares worth $22.4M. The position accounts for 0.46% of the portfolio, ranked #20.

Mill Creek Capital Advisors first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.2M in Q2 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Mill Creek Capital Advisors held 34,276 shares of iShares Core S&P 500 ETF worth $22.4M as of Q1 2026.
Mill Creek Capital Advisors bought 1,584 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.08M.
iShares Core S&P 500 ETF made up 0.46% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #20 holding.
Mill Creek Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's iShares Core S&P 500 ETF position peaked at $26.2M in Q2 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.