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Shoker Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Shoker 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 		$9.75M Sell
13,013
-487
-4% -$355K 2.45% 8
2026
Q1 		$8.82M Sell
13,500
-215
-2% -$147K 2.62% 6
2025
Q4 		$9.4M Buy
13,715
+132
+1% +$89.6K 2.75% 6
2025
Q3 		$9.09M Buy
13,583
+3,014
+29% +$1.94M 2.68% 6
2025
Q2 		$6.56M Buy
10,569
+11
+0.1% +$6.32K 2.06% 9
2025
Q1 		$5.93M Buy
10,558
+901
+9% +$532K 2% 9
2024
Q4 		$5.69M Buy
9,657
+247
+3% +$146K 1.92% 11
2024
Q3 		$5.43M Sell
9,410
-230
-2% -$128K 1.83% 9
2024
Q2 		$5.28M Buy
9,640
+105
+1% +$55.2K 1.86% 12
2024
Q1 		$5.01M Buy
9,535
+688
+8% +$344K 1.79% 13
2023
Q4 		$4.23M Sell
8,847
-2,840
-24% -$1.27M 1.63% 13
2023
Q3 		$5.02M Buy
11,687
+221
+2% +$98.9K 2.18% 9
2023
Q2 		$5.11M Buy
11,466
+598
+6% +$252K 2.14% 8
2023
Q1 		$4.47M Buy
10,868
+353
+3% +$142K 1.95% 9
2022
Q4 		$4.04M Sell
10,515
-6,240
-37% -$2.41M 1.81% 10
2022
Q3 		$6.01M Buy
16,755
+75
+0.4% +$29.9K 3.15% 6
2022
Q2 		$6.32M Sell
16,680
-204
-1% -$83.9K 3.36% 6
2022
Q1 		$7.66M Buy
16,884
+161
+1% +$72K 3.8% 5
2021
Q4 		$7.98M Buy
16,723
+2,235
+15% +$1.03M 3.66% 5
2021
Q3 		$6.24M Buy
14,488
+13,101
+945% +$5.81M 3.11% 7
2021
Q2 		$596K Buy
+1,387
New +$581K 0.3% 62

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

Shoker Investment Counsel's IVV Position: Q2 2026 in Review

Shoker Investment Counsel reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, selling an estimated $355K and leaving 13,013 shares worth $9.75M. The position accounts for 2.45% of the portfolio, ranked #8.

Shoker Investment Counsel first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Shoker Investment Counsel held 13,013 shares of iShares Core S&P 500 ETF worth $9.75M as of Q2 2026.
  • Shoker Investment Counsel sold 487 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $355K.
  • iShares Core S&P 500 ETF made up 2.45% of Shoker Investment Counsel's portfolio in Q2 2026, its #8 holding.
  • Shoker Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shoker Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.