MEG
IVV icon

Millstone Evans Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Millstone Evans Group’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 		$204K Sell
272
-2
-0.7% -$1.46K 0.11% 143
2026
Q1 		$179K Hold
274
– – 0.11% 154
2025
Q4 		$188K Hold
274
– – 0.11% 149
2025
Q3 		$183K Sell
274
-15
-5% -$9.66K 0.12% 139
2025
Q2 		$179K Hold
289
– – 0.12% 130
2025
Q1 		$162K Buy
289
+14
+5% +$8.27K 0.11% 142
2024
Q4 		$162K Buy
+275
New +$163K 0.11% 138

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Millstone Evans Group's IVV Position: Q2 2026 in Review

Millstone Evans Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.73% in Q2 2026, selling an estimated $1.46K and leaving 272 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #143.

Millstone Evans Group first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Millstone Evans Group held 272 shares of iShares Core S&P 500 ETF worth $204K as of Q2 2026.
  • Millstone Evans Group sold 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
  • iShares Core S&P 500 ETF made up 0.11% of Millstone Evans Group's portfolio in Q2 2026, its #143 holding.
  • Millstone Evans Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.