Mitchell Sinkler & Starr’s iShares Core S&P 500 ETF IVV Stock Holding History

Mitchell Sinkler & Starr’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	$514K	Hold	686	–	–	0.21%	98
2026 Q1	$448K	Hold	686	–	–	0.21%	102
2025 Q4	$470K	Hold	686	–	–	0.21%	93
2025 Q3	$459K	Hold	686	–	–	0.21%	101
2025 Q2	$426K	Hold	686	–	–	0.2%	101
2025 Q1	$385K	Hold	686	–	–	0.11%	117
2024 Q4	$404K	Hold	686	–	–	0.11%	118
2024 Q3	$396K	Hold	686	–	–	0.1%	119
2024 Q2	$381K	Hold	686	–	–	0.1%	114
2024 Q1	$361K	Sell	686 -922	-57%	-$461K	0.09%	125
2023 Q4	$768K	Buy	+1,608	New	+$720K	0.14%	112
2023 Q3	–	Sell	-686	Closed	-$306K	–	115
2023 Q2	$306K	Hold	686	–	–	0.09%	122
2023 Q1	$282K	Buy	+686	New	+$275K	0.08%	124
2019 Q3	–	Sell	-2,845	Closed	-$839K	–	89
2019 Q2	$839K	Hold	2,845	–	–	0.96%	39
2019 Q1	$810K	Buy	2,845 +1,045	+58%	+$286K	0.94%	43
2018 Q4	$453K	Hold	1,800	–	–	0.56%	59
2018 Q3	$527K	Hold	1,800	–	–	0.55%	64
2018 Q2	$491K	Buy	+1,800	New	+$490K	0.54%	65

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Mitchell Sinkler & Starr's IVV Position: Q2 2026 in Review

Mitchell Sinkler & Starr held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 686 shares worth $514K. The position accounts for 0.21% of the portfolio, ranked #98.

Mitchell Sinkler & Starr first reported a position in IVV in Q2 2018 and has held it in 18 quarters since. The position peaked at $839K in Q2 2019. 1,512 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mitchell Sinkler & Starr held 686 shares of iShares Core S&P 500 ETF worth $514K as of Q2 2026.
Mitchell Sinkler & Starr left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.21% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #98 holding.
Mitchell Sinkler & Starr first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 18 quarters since.
Mitchell Sinkler & Starr's iShares Core S&P 500 ETF position peaked at $839K in Q2 2019.
1,512 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.