Thompson David Blair’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.07M Sell
4,099
-193
-4% -$141K 1.53% 10
2026
Q1
$2.8M Sell
4,292
-435
-9% -$297K 1.61% 11
2025
Q4
$3.24M Buy
+4,727
New +$3.21M 1.85% 10
2024
Q4
$4.71M Buy
+8,001
New +$4.74M 3.43% 6

Other funds holding IVV

Thompson David Blair's IVV Position: Q2 2026 in Review

Thompson David Blair reduced its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, selling an estimated $141K and leaving 4,099 shares worth $3.07M. The position accounts for 1.53% of the portfolio, ranked #10.

Thompson David Blair first reported a position in IVV in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.71M in Q4 2024. 3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Thompson David Blair held 4,099 shares of iShares Core S&P 500 ETF worth $3.07M as of Q2 2026.
  • Thompson David Blair sold 193 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $141K.
  • iShares Core S&P 500 ETF made up 1.53% of Thompson David Blair's portfolio in Q2 2026, its #10 holding.
  • Thompson David Blair first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
  • Thompson David Blair's iShares Core S&P 500 ETF position peaked at $4.71M in Q4 2024.
  • 3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.