Shotwell Rutter Baer’s iShares Core S&P 500 ETF IVV Stock Holding History

Shotwell Rutter Baer’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	$349K	Sell	466 -8	-2%	-$5.83K	0.19%	34
2026 Q1	$310K	Buy	474 +18	+4%	+$12.3K	0.18%	34
2025 Q4	$316K	Hold	456	–	–	0.19%	34
2025 Q3	$308K	Hold	456	–	–	0.2%	33
2025 Q2	$286K	Hold	456	–	–	0.19%	33
2025 Q1	$231K	Sell	456 -21	-4%	-$12.4K	0.2%	32
2024 Q4	$278K	Sell	477 -51	-10%	-$30.2K	0.23%	32
2024 Q3	$304K	Hold	528	–	–	0.25%	32
2024 Q2	$295K	Sell	528 -17	-3%	-$8.94K	0.26%	32
2024 Q1	$284K	Sell	545 -14	-3%	-$7K	0.58%	18
2023 Q4	$267K	Buy	+559	New	+$250K	0.26%	33

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

Shotwell Rutter Baer's IVV Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, selling an estimated $5.83K and leaving 466 shares worth $349K. The position accounts for 0.19% of the portfolio, ranked #34.

Shotwell Rutter Baer first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Shotwell Rutter Baer held 466 shares of iShares Core S&P 500 ETF worth $349K as of Q2 2026.
Shotwell Rutter Baer sold 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
iShares Core S&P 500 ETF made up 0.19% of Shotwell Rutter Baer's portfolio in Q2 2026, its #34 holding.
Shotwell Rutter Baer first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.