Morse Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Morse Asset Management’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	$146K	Sell	195 -28	-13%	-$20.4K	0.02%	178
2026 Q1	$146K	Sell	223 -7	-3%	-$4.78K	0.03%	165
2025 Q4	$158K	Sell	230 -10	-4%	-$6.79K	0.03%	160
2025 Q3	$161K	Sell	240 -28	-10%	-$18K	0.03%	160
2025 Q2	$166K	Sell	268 -2	-0.7%	-$1.15K	0.04%	159
2025 Q1	$152K	Sell	270 -16	-6%	-$9.45K	0.04%	151
2024 Q4	$168K	Buy	286 +246	+615%	+$146K	0.04%	157
2024 Q3	$23.1K	Buy	+40	New	+$22.2K	0.01%	243

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Morse Asset Management's IVV Position: Q2 2026 in Review

Morse Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $20.4K and leaving 195 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #178.

Morse Asset Management first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $168K in Q4 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Morse Asset Management held 195 shares of iShares Core S&P 500 ETF worth $146K as of Q2 2026.
Morse Asset Management sold 28 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.4K.
iShares Core S&P 500 ETF made up 0.02% of Morse Asset Management's portfolio in Q2 2026, its #178 holding.
Morse Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Morse Asset Management's iShares Core S&P 500 ETF position peaked at $168K in Q4 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.