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

Ted Buchan & 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
Q1 		$13.4M Sell
20,469
-172
-0.8% -$117K 4.86% 5
2025
Q4 		$14.1M Buy
20,641
+203
+1% +$138K 5.19% 4
2025
Q3 		$13.7M Buy
20,438
+58
+0.3% +$37.4K 5.36% 3
2025
Q2 		$12.7M Buy
20,380
+405
+2% +$233K 5.03% 3
2025
Q1 		$11.2M Buy
19,975
+1,161
+6% +$686K 5.31% 4
2024
Q4 		$11.1M Buy
18,814
+128
+0.7% +$75.8K 5.23% 4
2024
Q3 		$10.8M Buy
18,686
+5,580
+43% +$3.1M 5.11% 4
2024
Q2 		$7.17M Buy
13,106
+10,685
+441% +$5.62M 3.85% 9
2024
Q1 		$1.27M Buy
2,421
+1,853
+326% +$927K 0.78% 29
2023
Q4 		$271K Hold
568
– – 0.2% 70
2023
Q3 		$244K Hold
568
– – 0.2% 67
2023
Q2 		$253K Hold
568
– – 0.19% 67
2023
Q1 		$233K Hold
568
– – 0.2% 69
2022
Q4 		$218K Buy
+568
New +$219K 0.2% 70

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ted Buchan & Co's IVV Position: Q1 2026 in Review

Ted Buchan & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 0.83% in Q1 2026, selling an estimated $117K and leaving 20,469 shares worth $13.4M. The position accounts for 4.86% of the portfolio, ranked #5.

Ted Buchan & Co first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.1M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Ted Buchan & Co held 20,469 shares of iShares Core S&P 500 ETF worth $13.4M as of Q1 2026.
  • Ted Buchan & Co sold 172 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $117K.
  • iShares Core S&P 500 ETF made up 4.86% of Ted Buchan & Co's portfolio in Q1 2026, its #5 holding.
  • Ted Buchan & Co first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Ted Buchan & Co's iShares Core S&P 500 ETF position peaked at $14.1M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.