Scientech Research LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Scientech Research LLC’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	$401K	Buy	+536	New	+$390K	0.33%	93
2026 Q1	–	Sell	-435	Closed	-$298K	–	607
2025 Q4	$298K	Buy	+435	New	+$295K	0.19%	203
2025 Q1	–	Sell	-2,349	Closed	-$1.38M	–	692
2024 Q4	$1.38M	Buy	+2,349	New	+$1.39M	0.39%	41
2024 Q3	–	Sell	-1,085	Closed	-$594K	–	724
2024 Q2	$594K	Buy	+1,085	New	+$571K	0.12%	287
2024 Q1	–	Sell	-855	Closed	-$408K	–	484
2023 Q4	$408K	Buy	+855	New	+$383K	0.41%	59

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

Scientech Research LLC's IVV Position: Q2 2026 in Review

Scientech Research LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 536 shares worth $401K. The stake represents 0.33% of the portfolio and ranks #93 among its holdings. This is a return to the name: Scientech Research LLC previously reported a position in IVV as recently as Q4 2025.

Scientech Research LLC first reported a position in IVV in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.38M in Q4 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Scientech Research LLC held 536 shares of iShares Core S&P 500 ETF worth $401K as of Q2 2026.
iShares Core S&P 500 ETF was a new Scientech Research LLC position in Q2 2026.
iShares Core S&P 500 ETF made up 0.33% of Scientech Research LLC's portfolio in Q2 2026, its #93 holding.
Scientech Research LLC first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 5 quarters since.
Scientech Research LLC's iShares Core S&P 500 ETF position peaked at $1.38M in Q4 2024.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Scientech Research LLC's 13F filing for Q2 2026, filed 14 Aug 2026.