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MinichMacGregor Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

MinichMacGregor Wealth 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 		$13.9M Buy
18,500
+422
+2% +$307K 2.1% 19
2026
Q1 		$11.8M Buy
18,078
+1,733
+11% +$1.18M 2.08% 17
2025
Q4 		$11.2M Sell
16,345
-16
-0.1% -$10.9K 2.03% 21
2025
Q3 		$11M Buy
16,361
+318
+2% +$205K 2.14% 17
2025
Q2 		$9.96M Buy
16,043
+3,444
+27% +$1.98M 2.13% 20
2025
Q1 		$7.08M Sell
12,599
-3,033
-19% -$1.79M 1.59% 25
2024
Q4 		$9.2M Sell
15,632
-144
-0.9% -$85.2K 1.91% 18
2024
Q3 		$9.1M Sell
15,776
-465
-3% -$259K 1.95% 16
2024
Q2 		$8.89M Sell
16,241
-492
-3% -$259K 2.17% 16
2024
Q1 		$8.78M Sell
16,733
-166
-1% -$83.1K 2.24% 13
2023
Q4 		$8.07M Buy
16,899
+12,620
+295% +$5.65M 2.33% 12
2023
Q3 		$1.84M Sell
4,279
-25
-0.6% -$11.2K 0.61% 47
2023
Q2 		$1.92M Buy
+4,304
New +$1.81M 0.6% 44
2023
Q1 		– Sell
-67
Closed -$25.7K – 352
2022
Q4 		$25.7K Buy
+67
New +$25.9K 0.01% 261
2021
Q2 		– Sell
-585
Closed -$232K – 84
2021
Q1 		$232K Sell
585
-21,971
-97% -$8.51M 0.09% 71
2020
Q4 		$8.47M Buy
22,556
+17,316
+330% +$6.16M 3.45% 13
2020
Q3 		$1.76M Buy
5,240
+1,750
+50% +$582K 0.83% 29
2020
Q2 		$1.08M Sell
3,490
-777
-18% -$228K 0.6% 28
2020
Q1 		$1.19M Sell
4,267
-1,620
-28% -$496K 1.07% 22
2019
Q4 		$1.9M Sell
5,887
-91
-2% -$28.2K 1.06% 26
2019
Q3 		$1.78M Buy
+5,978
New +$1.78M 1.21% 24

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MinichMacGregor Wealth Management's IVV Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, buying an estimated $307K and bringing the position to 18,500 shares worth $13.9M. The position accounts for 2.1% of the portfolio, ranked #19.

MinichMacGregor Wealth Management first reported a position in IVV in Q3 2019 and has held it in 21 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • MinichMacGregor Wealth Management held 18,500 shares of iShares Core S&P 500 ETF worth $13.9M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 422 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $307K.
  • iShares Core S&P 500 ETF made up 2.1% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #19 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 21 quarters since.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.