Mullaney, Keating & Wright’s iShares Core S&P 500 ETF IVV Stock Holding History

Mullaney, Keating & Wright’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	$3.69M	Buy	4,928 +120	+2%	+$87.4K	1.78%	14
2026 Q1	$3.14M	Buy	4,808 +17	+0.4%	+$11.6K	1.71%	15
2025 Q4	$3.28M	Buy	4,791 +2,441	+104%	+$1.66M	1.73%	14
2025 Q3	$1.57M	Buy	2,350 +19	+0.8%	+$12.2K	0.87%	21
2025 Q2	$1.45M	Buy	2,331 +27	+1%	+$15.5K	0.95%	20
2025 Q1	$1.29M	Sell	2,304 -240	-9%	-$142K	0.87%	20
2024 Q4	$1.5M	Sell	2,544 -74	-3%	-$43.8K	1.01%	17
2024 Q3	$1.51M	Sell	2,618 -13	-0.5%	-$7.23K	1.05%	16
2024 Q2	$1.44M	Buy	+2,631	New	+$1.38M	1.12%	15

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

Mullaney, Keating & Wright's IVV Position: Q2 2026 in Review

Mullaney, Keating & Wright increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, buying an estimated $87.4K and bringing the position to 4,928 shares worth $3.69M. The position accounts for 1.78% of the portfolio, ranked #14.

Mullaney, Keating & Wright first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mullaney, Keating & Wright held 4,928 shares of iShares Core S&P 500 ETF worth $3.69M as of Q2 2026.
Mullaney, Keating & Wright bought 120 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $87.4K.
iShares Core S&P 500 ETF made up 1.78% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #14 holding.
Mullaney, Keating & Wright first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.