Searle & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Searle & Co’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	$2.45M	Hold	3,274	–	–	0.55%	51
2026 Q1	$2.14M	Hold	3,274	–	–	0.54%	49
2025 Q4	$2.24M	Hold	3,274	–	–	0.58%	46
2025 Q3	$2.19M	Hold	3,274	–	–	0.58%	48
2025 Q2	$2.03M	Buy	3,274 +80	+3%	+$45.9K	0.57%	51
2025 Q1	$1.79M	Hold	3,194	–	–	0.51%	56
2024 Q4	$1.88M	Buy	3,194 +1,126	+54%	+$666K	0.54%	49
2024 Q3	$1.19M	Sell	2,068 -238	-10%	-$132K	0.3%	70
2024 Q2	$1.26M	Buy	2,306 +298	+15%	+$157K	0.3%	69
2024 Q1	$1.06M	Buy	2,008 +150	+8%	+$75.1K	0.27%	72
2023 Q4	$887K	Hold	1,858	–	–	0.24%	78
2023 Q3	$798K	Hold	1,858	–	–	0.27%	75
2023 Q2	$855K	Hold	1,858	–	–	0.26%	77
2023 Q1	$776K	Hold	1,858	–	–	0.25%	76
2022 Q4	$714K	Hold	1,858	–	–	0.24%	84
2022 Q3	$666K	Hold	1,858	–	–	0.26%	86
2022 Q2	$704K	Buy	1,858 +200	+12%	+$82.3K	0.28%	83
2022 Q1	$752K	Buy	1,658 +550	+50%	+$246K	0.28%	80
2021 Q4	$529K	Hold	1,108	–	–	0.19%	95
2021 Q3	$477K	Hold	1,108	–	–	0.2%	93
2021 Q2	$476K	Hold	1,108	–	–	0.19%	95
2021 Q1	$441K	Hold	1,108	–	–	0.2%	96
2020 Q4	$416K	Hold	1,108	–	–	0.2%	90
2020 Q3	$372K	Hold	1,108	–	–	0.2%	92
2020 Q2	$343K	Hold	1,108	–	–	0.2%	92
2020 Q1	$286K	Hold	1,108	–	–	0.2%	95
2019 Q4	$358K	Hold	1,108	–	–	0.2%	97
2019 Q3	$331K	Hold	1,108	–	–	0.2%	99
2019 Q2	$327K	Hold	1,108	–	–	0.2%	101
2019 Q1	$315K	Buy	+1,108	New	+$303K	0.2%	102
2018 Q4	–	Sell	-950	Closed	-$278K	–	123
2018 Q3	$278K	Hold	950	–	–	0.16%	111
2018 Q2	$259K	Hold	950	–	–	0.16%	113
2018 Q1	$252K	Hold	950	–	–	0.16%	117
2017 Q4	$255K	Hold	950	–	–	0.16%	119
2017 Q3	$240K	Buy	+950	New	+$236K	0.16%	115
2017 Q2	–	Sell	-950	Closed	-$225K	–	130
2017 Q1	$225K	Hold	950	–	–	0.16%	121
2016 Q4	$214K	Hold	950	–	–	0.18%	110
2016 Q3	$205K	Hold	950	–	–	0.18%	110
2016 Q2	$200K	Buy	+950	New	+$198K	2.03%	22

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Searle & Co's IVV Position: Q2 2026 in Review

Searle & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 3,274 shares worth $2.45M. The position accounts for 0.55% of the portfolio, ranked #51.

Searle & Co first reported a position in IVV in Q2 2016 and has held it in 39 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Searle & Co held 3,274 shares of iShares Core S&P 500 ETF worth $2.45M as of Q2 2026.
Searle & Co left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.55% of Searle & Co's portfolio in Q2 2026, its #51 holding.
Searle & Co first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 39 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.