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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

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Moors & Cabot's IVV Position: Q1 2026 in Review

Moors & Cabot increased its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q1 2026, buying an estimated $681K and bringing the position to 16,943 shares worth $11.1M. The position accounts for 0.47% of the portfolio, ranked #44.

Moors & Cabot first reported a position in IVV in Q2 2015 and has held it in 42 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Moors & Cabot held 16,943 shares of iShares Core S&P 500 ETF worth $11.1M as of Q1 2026.
  • Moors & Cabot bought 998 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $681K.
  • iShares Core S&P 500 ETF made up 0.47% of Moors & Cabot's portfolio in Q1 2026, its #44 holding.
  • Moors & Cabot first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 42 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.