Mogy Joel R Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Mogy Joel R Investment Counsel’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	$3.92M	Hold	5,229	–	–	0.22%	41
2026 Q1	$3.42M	Hold	5,229	–	–	0.21%	41
2025 Q4	$3.58M	Hold	5,229	–	–	0.19%	41
2025 Q3	$3.5M	Hold	5,229	–	–	0.19%	41
2025 Q2	$3.25M	Hold	5,229	–	–	0.19%	42
2025 Q1	$2.94M	Hold	5,229	–	–	0.19%	45
2024 Q4	$3.08M	Buy	5,229 +20	+0.4%	+$11.8K	0.18%	44
2024 Q3	$3M	Sell	5,209 -114	-2%	-$63.4K	0.18%	45
2024 Q2	$2.91M	Hold	5,323	–	–	0.18%	45
2024 Q1	$2.8M	Buy	5,323 +289	+6%	+$145K	0.19%	48
2023 Q4	$2.4M	Sell	5,034 -75	-1%	-$33.6K	0.18%	48
2023 Q3	$2.19M	Sell	5,109 -20	-0.4%	-$8.95K	0.18%	50
2023 Q2	$2.29M	Hold	5,129	–	–	0.18%	54
2023 Q1	$2.11M	Sell	5,129 -250	-5%	-$100K	0.19%	51
2022 Q4	$2.07M	Sell	5,379 -1,350	-20%	-$521K	0.21%	50
2022 Q3	$2.41M	Hold	6,729	–	–	0.25%	49
2022 Q2	$2.55M	Hold	6,729	–	–	0.25%	48
2022 Q1	$3.05M	Hold	6,729	–	–	0.24%	49
2021 Q4	$3.21M	Sell	6,729 -40	-0.6%	-$18.4K	0.23%	48
2021 Q3	$2.92M	Sell	6,769 -185	-3%	-$82K	0.24%	49
2021 Q2	$2.99M	Hold	6,954	–	–	0.25%	48
2021 Q1	$2.77M	Sell	6,954 -195	-3%	-$75.5K	0.27%	48
2020 Q4	$2.68M	Hold	7,149	–	–	0.27%	48
2020 Q3	$2.4M	Hold	7,149	–	–	0.26%	48
2020 Q2	$2.21M	Buy	+7,149	New	+$2.1M	0.27%	49

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Mogy Joel R Investment Counsel's IVV Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 5,229 shares worth $3.92M. The position accounts for 0.22% of the portfolio, ranked #41.

Mogy Joel R Investment Counsel first reported a position in IVV in Q2 2020 and has held it in 25 quarters since. 1,904 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mogy Joel R Investment Counsel held 5,229 shares of iShares Core S&P 500 ETF worth $3.92M as of Q2 2026.
Mogy Joel R Investment Counsel left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.22% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #41 holding.
Mogy Joel R Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
1,904 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.