Moors & Cabot
IVV icon

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

Moors & Cabot’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
2019
Q4 		– Sell
-10,000
Closed -$30K – 662
2019
Q3 		$30K Buy
+10,000
New +$2.97M ﹤0.01% 627

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LPL Financial
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Bank of New York Mellon
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First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Moors & Cabot's IVV Position: Q3 2026 in Review

Moors & Cabot increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2026, buying an estimated $1.95M and bringing the position to 23,023 shares worth $17.6M. The position accounts for 0.67% of the portfolio, ranked #28.

Moors & Cabot first reported a position in IVV in Q2 2015 and has held it in 44 quarters since. 2,912 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Moors & Cabot held 23,023 shares of iShares Core S&P 500 ETF worth $17.6M as of Q3 2026.
  • Moors & Cabot bought 2,549 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.95M.
  • iShares Core S&P 500 ETF made up 0.67% of Moors & Cabot's portfolio in Q3 2026, its #28 holding.
  • Moors & Cabot first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 44 quarters since.
  • 2,912 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.