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 Q2	$15.4M	Buy	20,557 +88	+0.4%	+$64.1K	5.04%	5
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 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

Ted Buchan & Co's IVV Position: Q2 2026 in Review

Ted Buchan & Co increased its iShares Core S&P 500 ETF (IVV) stake by 0.43% in Q2 2026, buying an estimated $64.1K and bringing the position to 20,557 shares worth $15.4M. The position accounts for 5.04% of the portfolio, ranked #5.

Ted Buchan & Co first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ted Buchan & Co held 20,557 shares of iShares Core S&P 500 ETF worth $15.4M as of Q2 2026.
Ted Buchan & Co bought 88 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $64.1K.
iShares Core S&P 500 ETF made up 5.04% of Ted Buchan & Co's portfolio in Q2 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 15 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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