Newman Dignan & Sheerar Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Newman Dignan & Sheerar Inc’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	$1.34M	Hold	1,783	–	–	0.26%	68
2026 Q1	$1.16M	Buy	1,783 +400	+29%	+$273K	0.25%	71
2025 Q4	$947K	Hold	1,383	–	–	0.2%	91
2025 Q3	$926K	Sell	1,383 -20	-1%	-$12.9K	0.2%	87
2025 Q2	$871K	Buy	+1,403	New	+$806K	0.2%	88
2024 Q4	–	Sell	-1,349	Closed	-$787K	–	188
2024 Q3	$787K	Hold	1,349	–	–	0.19%	94
2024 Q2	$738K	Hold	1,349	–	–	0.19%	100
2024 Q1	$709K	Buy	+1,349	New	+$675K	0.19%	101

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

Newman Dignan & Sheerar Inc's IVV Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,783 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #68.

Newman Dignan & Sheerar Inc first reported a position in IVV in Q1 2024 and has held it in 8 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Newman Dignan & Sheerar Inc held 1,783 shares of iShares Core S&P 500 ETF worth $1.34M as of Q2 2026.
Newman Dignan & Sheerar Inc left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.26% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #68 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.