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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
Q2 		$163K Hold
217
– – 2.54% 8
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 $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

Ross\Johnson & Associates's IVV Position: Q2 2026 in Review

Ross\Johnson & Associates held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 217 shares worth $163K. The position accounts for 2.54% of the portfolio, ranked #8.

Ross\Johnson & Associates first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $312K in Q1 2025. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ross\Johnson & Associates held 217 shares of iShares Core S&P 500 ETF worth $163K as of Q2 2026.
  • Ross\Johnson & Associates left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 2.54% of Ross\Johnson & Associates's portfolio in Q2 2026, its #8 holding.
  • Ross\Johnson & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Ross\Johnson & Associates's iShares Core S&P 500 ETF position peaked at $312K in Q1 2025.
  • 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.