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

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return