Slocum, Gordon & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Slocum, Gordon & 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	$318K	Hold	425	–	–	0.21%	52
2026 Q1	$278K	Sell	425 -49	-10%	-$33.5K	0.19%	52
2025 Q4	$325K	Hold	474	–	–	0.24%	49
2025 Q3	$317K	Hold	474	–	–	0.25%	44
2025 Q2	$294K	Hold	474	–	–	0.24%	46
2025 Q1	$266K	Hold	474	–	–	0.2%	48
2024 Q4	$279K	Hold	474	–	–	0.23%	47
2024 Q3	$273K	Hold	474	–	–	0.11%	51
2024 Q2	$259K	Hold	474	–	–	0.19%	45
2024 Q1	$249K	Hold	474	–	–	0.19%	49
2023 Q4	$226K	Hold	474	–	–	0.2%	50
2023 Q3	$204K	Hold	474	–	–	0.18%	52
2023 Q2	$211K	Hold	474	–	–	0.15%	49
2023 Q1	$195K	Hold	474	–	–	0.16%	50
2022 Q4	$182K	Buy	+474	New	+$183K	0.12%	50

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Slocum, Gordon & Co's IVV Position: Q2 2026 in Review

Slocum, Gordon & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 425 shares worth $318K. The position accounts for 0.21% of the portfolio, ranked #52.

Slocum, Gordon & Co first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $325K in Q4 2025. 1,918 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Slocum, Gordon & Co held 425 shares of iShares Core S&P 500 ETF worth $318K as of Q2 2026.
Slocum, Gordon & Co left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.21% of Slocum, Gordon & Co's portfolio in Q2 2026, its #52 holding.
Slocum, Gordon & Co first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Slocum, Gordon & Co's iShares Core S&P 500 ETF position peaked at $325K in Q4 2025.
1,918 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.