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Punch & Associates Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Punch & Associates Investment Management’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
Q1 		$27.4K Buy
42
+14
+50% +$9.56K ﹤0.01% 157
2025
Q4 		$19.2K Hold
28
– – ﹤0.01% 152
2025
Q3 		$18.7K Hold
28
– – ﹤0.01% 155
2025
Q2 		$17.4K Hold
28
– – ﹤0.01% 157
2025
Q1 		$15.7K Buy
28
+4
+17% +$2.36K ﹤0.01% 158
2024
Q4 		$14.1K Buy
24
+1
+4% +$592 ﹤0.01% 162
2024
Q3 		$13.3K Hold
23
– – ﹤0.01% 164
2024
Q2 		$12.6K Hold
23
– – ﹤0.01% 172
2024
Q1 		$12.1K Sell
23
-249
-92% -$125K ﹤0.01% 173
2023
Q4 		$130K Sell
272
-5
-2% -$2.24K 0.01% 213
2023
Q3 		$119K Sell
277
-17
-6% -$7.6K 0.01% 208
2023
Q2 		$131K Buy
294
+38
+15% +$16K 0.01% 209
2023
Q1 		$105K Buy
256
+4
+2% +$1.6K 0.01% 210
2022
Q4 		$96.8K Hold
252
– – 0.01% 210
2022
Q3 		$90K Hold
252
– – 0.01% 208
2022
Q2 		$96K Hold
252
– – 0.01% 215
2022
Q1 		$114K Sell
252
-13
-5% -$5.81K 0.01% 215
2021
Q4 		$126K Hold
265
– – 0.01% 222
2021
Q3 		$114K Buy
265
+13
+5% +$5.76K 0.01% 221
2021
Q2 		$108K Buy
+252
New +$106K 0.01% 227
2021
Q1 		– Sell
-52
Closed -$20K – 244
2020
Q4 		$20K Buy
+52
New +$18.5K ﹤0.01% 231
2020
Q1 		– Sell
-423
Closed -$137K – 233
2019
Q4 		$137K Buy
+423
New +$131K 0.01% 217
2015
Q4 		– Sell
-1,771
Closed -$341K – 277
2015
Q3 		$341K Buy
+1,771
New +$361K 0.05% 175

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Punch & Associates Investment Management's IVV Position: Q1 2026 in Review

Punch & Associates Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 50% in Q1 2026, buying an estimated $9.56K and bringing the position to 42 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Punch & Associates Investment Management first reported a position in IVV in Q3 2015 and has held it in 23 quarters since. The position peaked at $341K in Q3 2015. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Punch & Associates Investment Management held 42 shares of iShares Core S&P 500 ETF worth $27.4K as of Q1 2026.
  • Punch & Associates Investment Management bought 14 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $9.56K.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Punch & Associates Investment Management's portfolio in Q1 2026, its #157 holding.
  • Punch & Associates Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2015 and has held it in 23 quarters since.
  • Punch & Associates Investment Management's iShares Core S&P 500 ETF position peaked at $341K in Q3 2015.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.