Schaper Benz & Wise Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Schaper Benz & Wise Investment Counsel’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	$613K	Buy	819 +329	+67%	+$240K	0.04%	125
2026 Q1	$320K	Buy	+490	New	+$335K	0.02%	135
2022 Q4	–	Sell	-1,356	Closed	-$486K	–	137
2022 Q3	$486K	Sell	1,356 -616	-31%	-$246K	0.06%	100
2022 Q2	$748K	Buy	1,972 +479	+32%	+$197K	0.08%	101
2022 Q1	$677K	Buy	1,493 +537	+56%	+$240K	0.06%	105
2021 Q4	$456K	Buy	+956	New	+$441K	0.04%	113

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

Schaper Benz & Wise Investment Counsel's IVV Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its iShares Core S&P 500 ETF (IVV) stake by 67% in Q2 2026, buying an estimated $240K and bringing the position to 819 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #125.

Schaper Benz & Wise Investment Counsel first reported a position in IVV in Q4 2021 and has held it in 6 quarters since. The position peaked at $748K in Q2 2022. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Schaper Benz & Wise Investment Counsel held 819 shares of iShares Core S&P 500 ETF worth $613K as of Q2 2026.
Schaper Benz & Wise Investment Counsel bought 329 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $240K.
iShares Core S&P 500 ETF made up 0.04% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #125 holding.
Schaper Benz & Wise Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 6 quarters since.
Schaper Benz & Wise Investment Counsel's iShares Core S&P 500 ETF position peaked at $748K in Q2 2022.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.