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Ross\Johnson & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Ross\Johnson & 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
Q1 		$142K Sell
217
-16
-7% -$10.9K 2.56% 6
2025
Q4 		$160K Hold
233
– – 2.97% 5
2025
Q3 		$156K Buy
233
+16
+7% +$10.3K 2.94% 5
2025
Q2 		$135K Sell
217
-338
-61% -$194K 2.77% 5
2025
Q1 		$312K Buy
555
+542
+4,169% +$320K 5.35% 2
2024
Q4 		$7.65K Buy
+13
New +$7.7K 0.18% 31

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

Ross\Johnson & Associates's IVV Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q1 2026, selling an estimated $10.9K and leaving 217 shares worth $142K. The position accounts for 2.56% of the portfolio, ranked #6.

Ross\Johnson & Associates first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q1 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Ross\Johnson & Associates held 217 shares of iShares Core S&P 500 ETF worth $142K as of Q1 2026.
  • Ross\Johnson & Associates sold 16 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $10.9K.
  • iShares Core S&P 500 ETF made up 2.56% of Ross\Johnson & Associates's portfolio in Q1 2026, its #6 holding.
  • Ross\Johnson & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's iShares Core S&P 500 ETF position peaked at $312K in Q1 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.