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

Quest 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 Q2	$671K	Buy	896 +60	+7%	+$43.7K	0.08%	86
2026 Q1	$546K	Hold	836	–	–	0.06%	95
2025 Q4	$573K	Hold	836	–	–	0.06%	95
2025 Q3	$560K	Buy	836 +105	+14%	+$67.6K	0.06%	100
2025 Q2	$454K	Sell	731 -25	-3%	-$14.4K	0.05%	104
2025 Q1	$425K	Hold	756	–	–	0.05%	74
2024 Q4	$445K	Buy	756 +13	+2%	+$7.7K	0.05%	74
2024 Q3	$429K	Hold	743	–	–	0.05%	73
2024 Q2	$407K	Buy	743 +40	+6%	+$21K	0.05%	75
2024 Q1	$370K	Buy	703 +130	+23%	+$65K	0.04%	77
2023 Q4	$274K	Hold	573	–	–	0.03%	81
2023 Q3	$246K	Buy	573 +100	+21%	+$44.7K	0.03%	81
2023 Q2	$211K	Buy	+473	New	+$199K	0.03%	85

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

Quest Investment Management's IVV Position: Q2 2026 in Review

Quest Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 7.2% in Q2 2026, buying an estimated $43.7K and bringing the position to 896 shares worth $671K. The position accounts for 0.08% of the portfolio, ranked #86.

Quest Investment Management first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Quest Investment Management held 896 shares of iShares Core S&P 500 ETF worth $671K as of Q2 2026.
Quest Investment Management bought 60 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $43.7K.
iShares Core S&P 500 ETF made up 0.08% of Quest Investment Management's portfolio in Q2 2026, its #86 holding.
Quest Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.