O'Brien Greene & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

O'Brien Greene & Co’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	$534K	Hold	713	–	–	0.15%	90
2026 Q1	$466K	Hold	713	–	–	0.13%	95
2025 Q4	$488K	Hold	713	–	–	0.15%	90
2025 Q3	$477K	Hold	713	–	–	0.15%	83
2025 Q2	$443K	Hold	713	–	–	0.14%	84
2025 Q1	$401K	Hold	713	–	–	0.13%	90
2024 Q4	$420K	Sell	713 -28	-4%	-$16.6K	0.14%	89
2024 Q3	$427K	Sell	741 -13	-2%	-$7.23K	0.13%	93
2024 Q2	$413K	Buy	754 +54	+8%	+$28.4K	0.13%	94
2024 Q1	$368K	Hold	700	–	–	0.12%	99
2023 Q4	$334K	Hold	700	–	–	0.12%	97
2023 Q3	$301K	Sell	700 -50	-7%	-$22.4K	0.11%	105
2023 Q2	$334K	Hold	750	–	–	0.12%	104
2023 Q1	$308K	Sell	750 -42	-5%	-$16.8K	0.12%	109
2022 Q4	$304K	Sell	792 -1,746	-69%	-$674K	0.12%	110
2022 Q3	$910K	Buy	2,538 +1,692	+200%	+$676K	0.12%	109
2022 Q2	$321K	Hold	846	–	–	0.12%	110
2022 Q1	$384K	Hold	846	–	–	0.13%	108
2021 Q4	$404K	Sell	846 -100	-11%	-$46.1K	0.13%	104
2021 Q3	$408K	Sell	946 -116	-11%	-$51.4K	0.15%	97
2021 Q2	$457K	Sell	1,062 -462	-30%	-$194K	0.16%	91
2021 Q1	$606K	Sell	1,524 -1,727	-53%	-$669K	0.24%	75
2020 Q4	$1.22M	Buy	3,251 +11	+0.3%	+$3.92K	0.5%	48
2020 Q3	$1.09M	Buy	3,240 +40	+1%	+$13.3K	0.52%	47
2020 Q2	$991K	Sell	3,200 -36	-1%	-$10.6K	0.52%	48
2020 Q1	$836K	Buy	3,236 +152	+5%	+$46.6K	0.56%	46
2019 Q4	$997K	Buy	3,084 +45	+1%	+$13.9K	0.51%	47
2019 Q3	$907K	Sell	3,039 -47	-2%	-$14K	0.49%	48
2019 Q2	$910K	Buy	3,086 +80	+3%	+$23.2K	0.48%	50
2019 Q1	$855K	Sell	3,006 -159	-5%	-$43.5K	0.43%	51
2018 Q4	$796K	Buy	+3,165	New	+$859K	0.47%	53

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

O'Brien Greene & Co's IVV Position: Q2 2026 in Review

O'Brien Greene & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 713 shares worth $534K. The position accounts for 0.15% of the portfolio, ranked #90.

O'Brien Greene & Co first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.22M in Q4 2020. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

O'Brien Greene & Co held 713 shares of iShares Core S&P 500 ETF worth $534K as of Q2 2026.
O'Brien Greene & Co left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.15% of O'Brien Greene & Co's portfolio in Q2 2026, its #90 holding.
O'Brien Greene & Co first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
O'Brien Greene & Co's iShares Core S&P 500 ETF position peaked at $1.22M in Q4 2020.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.