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Stegner Investment Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Stegner Investment Associates’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 		$5.66M Buy
7,563
+186
+3% +$135K 2.69% 8
2026
Q1 		$4.82M Buy
7,377
+45
+0.6% +$30.7K 2.64% 8
2025
Q4 		$5.02M Sell
7,332
-349
-5% -$237K 2.67% 8
2025
Q3 		$5.14M Buy
7,681
+199
+3% +$128K 2.82% 8
2025
Q2 		$4.65M Buy
7,482
+61
+0.8% +$35K 2.85% 8
2025
Q1 		$4.17M Sell
7,421
-237
-3% -$140K 2.92% 8
2024
Q4 		$4.51M Buy
7,658
+109
+1% +$64.5K 2.98% 8
2024
Q3 		$4.35M Sell
7,549
-268
-3% -$149K 2.96% 8
2024
Q2 		$4.28M Sell
7,817
-22
-0.3% -$11.6K 3.08% 7
2024
Q1 		$4.12M Sell
7,839
-129
-2% -$64.5K 3.02% 7
2023
Q4 		$3.81M Sell
7,968
-176
-2% -$78.8K 3.02% 7
2023
Q3 		$3.5M Buy
8,144
+90
+1% +$40.3K 3.02% 7
2023
Q2 		$3.59M Buy
8,054
+125
+2% +$52.7K 2.95% 7
2023
Q1 		$3.28M Buy
7,929
+95
+1% +$38.1K 2.88% 7
2022
Q4 		$3.01M Sell
7,834
-162
-2% -$62.5K 2.76% 8
2022
Q3 		$2.94M Buy
7,996
+389
+5% +$155K 2.82% 8
2022
Q2 		$2.88M Buy
7,607
+3,962
+109% +$1.63M 2.77% 8
2022
Q1 		$1.65M Buy
3,645
+1,306
+56% +$584K 1.3% 9
2021
Q4 		$1.12M Buy
2,339
+316
+16% +$146K 0.79% 14
2021
Q3 		$872K Buy
2,023
+299
+17% +$133K 0.66% 15
2021
Q2 		$741K Buy
1,724
+107
+7% +$44.8K 0.56% 16
2021
Q1 		$643K Buy
1,617
+678
+72% +$263K 0.52% 16
2020
Q4 		$352K Buy
939
+269
+40% +$95.7K 0.3% 19
2020
Q3 		$225K Buy
+670
New +$223K 0.22% 20

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

Stegner Investment Associates's IVV Position: Q2 2026 in Review

Stegner Investment Associates increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, buying an estimated $135K and bringing the position to 7,563 shares worth $5.66M. The position accounts for 2.69% of the portfolio, ranked #8.

Stegner Investment Associates first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stegner Investment Associates held 7,563 shares of iShares Core S&P 500 ETF worth $5.66M as of Q2 2026.
  • Stegner Investment Associates bought 186 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $135K.
  • iShares Core S&P 500 ETF made up 2.69% of Stegner Investment Associates's portfolio in Q2 2026, its #8 holding.
  • Stegner Investment Associates first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.