Moors & Cabot’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-10,000
Closed -$30K 662
2019
Q3
$30K Buy
+10,000
New +$2.97M ﹤0.01% 627

Other funds holding IVV

Moors & Cabot's IVV Position: Q2 2026 in Review

Moors & Cabot increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, buying an estimated $2.57M and bringing the position to 20,474 shares worth $15.3M. The position accounts for 0.6% of the portfolio, ranked #34.

Moors & Cabot first reported a position in IVV in Q2 2015 and has held it in 43 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Moors & Cabot held 20,474 shares of iShares Core S&P 500 ETF worth $15.3M as of Q2 2026.
  • Moors & Cabot bought 3,531 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.57M.
  • iShares Core S&P 500 ETF made up 0.6% of Moors & Cabot's portfolio in Q2 2026, its #34 holding.
  • Moors & Cabot first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 43 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.