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MSH Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

MSH Capital Advisors’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 		$9.66M Sell
12,902
-133
-1% -$96.8K 1.68% 8
2026
Q1 		$8.51M Sell
13,035
-24
-0.2% -$16.4K 1.8% 7
2025
Q4 		$8.94M Buy
13,059
+93
+0.7% +$63.2K 1.91% 7
2025
Q3 		$8.68M Sell
12,966
-161
-1% -$104K 2.33% 5
2025
Q2 		$8.15M Sell
13,127
-35
-0.3% -$20.1K 2.35% 4
2025
Q1 		$7.4M Sell
13,162
-105
-0.8% -$62K 2.29% 4
2024
Q4 		$7.81M Sell
13,267
-208
-2% -$123K 2.46% 3
2024
Q3 		$7.77M Sell
13,475
-549
-4% -$305K 2.38% 4
2024
Q2 		$7.67M Sell
14,024
-1,252
-8% -$658K 2.56% 3
2024
Q1 		$8.03M Sell
15,276
-213
-1% -$107K 2.82% 2
2023
Q4 		$7.4M Sell
15,489
-2,478
-14% -$1.11M 2.76% 4
2023
Q3 		$7.72M Sell
17,967
-493
-3% -$221K 3.03% 1
2023
Q2 		$8.23M Sell
18,460
-169
-0.9% -$71.2K 3.02% 1
2023
Q1 		$7.66M Sell
18,629
-665
-3% -$267K 3.27% 2
2022
Q4 		$7.41M Buy
19,294
+2,665
+16% +$1.03M 3.35% 1
2022
Q3 		$5.96M Buy
16,629
+566
+4% +$226K 2.94% 2
2022
Q2 		$6.09M Sell
16,063
-235
-1% -$96.7K 2.83% 4
2022
Q1 		$7.39M Buy
16,298
+8
+0% +$3.58K 3.05% 2
2021
Q4 		$7.77M Buy
+16,290
New +$7.51M 3.48% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

MSH Capital Advisors's IVV Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $96.8K and leaving 12,902 shares worth $9.66M. The position accounts for 1.68% of the portfolio, ranked #8.

MSH Capital Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • MSH Capital Advisors held 12,902 shares of iShares Core S&P 500 ETF worth $9.66M as of Q2 2026.
  • MSH Capital Advisors sold 133 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $96.8K.
  • iShares Core S&P 500 ETF made up 1.68% of MSH Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • MSH Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.