MA
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MJP Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

MJP Associates’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 		$2.47M Sell
3,299
-28
-0.8% -$20.4K 0.27% 45
2026
Q1 		$2.17M Sell
3,327
-43
-1% -$29.4K 0.26% 47
2025
Q4 		$2.31M Sell
3,370
-10
-0.3% -$6.79K 0.29% 43
2025
Q3 		$2.26M Buy
3,380
+300
+10% +$193K 0.3% 35
2025
Q2 		$1.91M Buy
3,080
+482
+19% +$277K 0.28% 37
2025
Q1 		$1.46M Buy
2,598
+4
+0.2% +$2.36K 0.26% 41
2024
Q4 		$1.53M Sell
2,594
-5
-0.2% -$2.96K 0.27% 42
2024
Q3 		$1.5M Buy
2,599
+12
+0.5% +$6.67K 0.28% 43
2024
Q2 		$1.42M Buy
2,587
+53
+2% +$27.9K 0.29% 39
2024
Q1 		$1.33M Buy
2,534
+85
+3% +$42.5K 0.29% 38
2023
Q4 		$1.17M Buy
2,449
+51
+2% +$22.8K 0.31% 32
2023
Q3 		$1.03M Hold
2,398
– – 0.3% 34
2023
Q2 		$1.07M Buy
2,398
+9
+0.4% +$3.79K 0.35% 34
2023
Q1 		$982K Sell
2,389
-28
-1% -$11.2K 0.3% 34
2022
Q4 		$929K Buy
2,417
+66
+3% +$25.5K 0.27% 43
2022
Q3 		$843K Sell
2,351
-176
-7% -$70.3K 0.25% 40
2022
Q2 		$958K Buy
2,527
+9
+0.4% +$3.7K 0.27% 40
2022
Q1 		$1.14M Buy
2,518
+952
+61% +$426K 0.29% 42
2021
Q4 		$752K Buy
1,566
+4
+0.3% +$1.84K 0.22% 64
2021
Q3 		$673K Buy
1,562
+5
+0.3% +$2.22K 0.23% 59
2021
Q2 		$669K Buy
1,557
+86
+6% +$36K 0.22% 56
2021
Q1 		$585K Buy
1,471
+5
+0.3% +$1.94K 0.24% 52
2020
Q4 		$550K Buy
+1,466
New +$522K 0.23% 55

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

MJP Associates's IVV Position: Q2 2026 in Review

MJP Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 0.84% in Q2 2026, selling an estimated $20.4K and leaving 3,299 shares worth $2.47M. The position accounts for 0.27% of the portfolio, ranked #45.

MJP Associates first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • MJP Associates held 3,299 shares of iShares Core S&P 500 ETF worth $2.47M as of Q2 2026.
  • MJP Associates sold 28 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.4K.
  • iShares Core S&P 500 ETF made up 0.27% of MJP Associates's portfolio in Q2 2026, its #45 holding.
  • MJP Associates first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.