Ramsay Stattman Vela & Price’s iShares Core S&P 500 ETF IVV Stock Holding History

Ramsay Stattman Vela & Price’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	$216K	Hold	331	–	–	0.04%	77
2025 Q4	$227K	Sell	331 -82	-20%	-$55.7K	0.04%	76
2025 Q3	$276K	Sell	413 -80	-16%	-$51.5K	0.05%	72
2025 Q2	$306K	Sell	493 -10	-2%	-$5.74K	0.06%	71
2025 Q1	$283K	Hold	503	–	–	0.05%	73
2024 Q4	$296K	Buy	503 +23	+5%	+$13.6K	0.06%	67
2024 Q3	$277K	Sell	480 -73	-13%	-$40.6K	0.05%	70
2024 Q2	$303K	Buy	+553	New	+$291K	0.06%	70

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ramsay Stattman Vela & Price's IVV Position: Q1 2026 in Review

Ramsay Stattman Vela & Price held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 331 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #77.

Ramsay Stattman Vela & Price first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $306K in Q2 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Ramsay Stattman Vela & Price held 331 shares of iShares Core S&P 500 ETF worth $216K as of Q1 2026.
Ramsay Stattman Vela & Price left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.04% of Ramsay Stattman Vela & Price's portfolio in Q1 2026, its #77 holding.
Ramsay Stattman Vela & Price first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Ramsay Stattman Vela & Price's iShares Core S&P 500 ETF position peaked at $306K in Q2 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q1 2026, filed 30 Apr 2026.