Mount Vernon Associates
IVV icon

Mount Vernon Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Mount Vernon Associates’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
Q3 		– Sell
-543
Closed -$407K – 60
2026
Q2 		$407K Hold
543
– – 0.27% 46
2026
Q1 		$355K Sell
543
-21
-4% -$14.3K 0.25% 46
2025
Q4 		$386K Buy
564
+101
+22% +$68.6K 0.26% 45
2025
Q3 		$310K Hold
463
– – 0.22% 48
2025
Q2 		$287K Sell
463
-50
-10% -$28.7K 0.21% 45
2025
Q1 		$288K Hold
513
– – 0.23% 45
2024
Q4 		$302K Sell
513
-208
-29% -$123K 0.24% 44
2024
Q3 		$416K Hold
721
– – 0.33% 41
2024
Q2 		$395K Buy
+721
New +$379K 0.35% 41

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Mount Vernon Associates's IVV Position: Q3 2026 in Review

Mount Vernon Associates sold out of iShares Core S&P 500 ETF (IVV) in Q3 2026, closing a stake of 543 shares — an estimated $407K sold.

Mount Vernon Associates first reported a position in IVV in Q2 2024 and held it in 9 quarters. The position peaked at $416K in Q3 2024. 3,477 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Mount Vernon Associates reported no remaining iShares Core S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Mount Vernon Associates sold 543 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $407K.
  • Mount Vernon Associates first reported a position in iShares Core S&P 500 ETF in Q2 2024 and held it in 9 quarters.
  • Mount Vernon Associates's iShares Core S&P 500 ETF position peaked at $416K in Q3 2024.
  • 3,477 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.