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Patrick M. Sweeney & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Patrick M. Sweeney & Associates’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 		$813K Hold
1,085
– – 0.47% 55
2026
Q1 		$709K Hold
1,085
– – 0.45% 60
2025
Q4 		$743K Buy
1,085
+720
+197% +$489K 0.46% 55
2025
Q3 		$244K Hold
365
– – 0.16% 141
2025
Q2 		$229K Hold
365
– – 0.16% 144
2025
Q1 		$205K Hold
365
– – 0.15% 146
2024
Q4 		$215K Hold
365
– – 0.16% 144
2024
Q3 		$211K Buy
+365
New +$203K 0.15% 147

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Patrick M. Sweeney & Associates's IVV Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,085 shares worth $813K. The position accounts for 0.47% of the portfolio, ranked #55.

Patrick M. Sweeney & Associates first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,085 shares of iShares Core S&P 500 ETF worth $813K as of Q2 2026.
  • Patrick M. Sweeney & Associates left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.47% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #55 holding.
  • Patrick M. Sweeney & Associates first reported a position in iShares Core S&P 500 ETF in Q3 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 Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.