Morton Brown Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Morton Brown Family Wealth’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	$408K	Hold	545	–	–	0.09%	43
2026 Q1	$356K	Sell	545 -21	-4%	-$14.3K	0.09%	40
2025 Q4	$388K	Hold	566	–	–	0.11%	41
2025 Q3	$379K	Sell	566 -14	-2%	-$9.02K	0.11%	38
2025 Q2	$360K	Sell	580 -44	-7%	-$25.3K	0.11%	40
2025 Q1	$351K	Hold	624	–	–	0.12%	40
2024 Q4	$367K	Buy	624 +313	+101%	+$185K	0.13%	42
2024 Q3	$179K	Sell	311 -62	-17%	-$34.5K	0.06%	57
2024 Q2	$207K	Buy	373 +42	+13%	+$22.1K	0.08%	56
2024 Q1	$174K	Buy	331 +72	+28%	+$36K	0.07%	56
2023 Q4	$124K	Buy	259 +65	+34%	+$29.1K	0.05%	64
2023 Q3	$83.3K	Buy	+194	New	+$86.8K	0.04%	66
2023 Q2	–	Sell	-17	Closed	-$6.99K	–	242
2023 Q1	$6.99K	Buy	+17	New	+$6.82K	﹤0.01%	147
2022 Q1	–	Sell	-461	Closed	-$220K	–	176
2021 Q4	$220K	Buy	+461	New	+$212K	0.17%	37

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

Morton Brown Family Wealth's IVV Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 545 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #43.

Morton Brown Family Wealth first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Morton Brown Family Wealth held 545 shares of iShares Core S&P 500 ETF worth $408K as of Q2 2026.
Morton Brown Family Wealth left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.09% of Morton Brown Family Wealth's portfolio in Q2 2026, its #43 holding.
Morton Brown Family Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.