Thompson Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Thompson Investment Management’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	$77.1K	Hold	103	–	–	0.01%	236
2026 Q1	$67.3K	Hold	103	–	–	0.01%	241
2025 Q4	$70.5K	Buy	103 +7	+7%	+$4.75K	0.01%	236
2025 Q3	$64.3K	Hold	96	–	–	0.01%	247
2025 Q2	$59.6K	Hold	96	–	–	0.01%	253
2025 Q1	$53.9K	Hold	96	–	–	0.01%	261
2024 Q4	$56.5K	Hold	96	–	–	0.01%	261
2024 Q3	$55.4K	Buy	96 +25	+35%	+$13.9K	0.01%	240
2024 Q2	$38.9K	Hold	71	–	–	0.01%	279
2024 Q1	$37.3K	Buy	+71	New	+$35.5K	0.01%	298
2023 Q2	–	Sell	-190	Closed	-$78.1K	–	416
2023 Q1	$78.1K	Buy	+190	New	+$76.2K	0.01%	221
2021 Q1	–	Sell	-576	Closed	-$216K	–	199
2020 Q4	$216K	Buy	+576	New	+$205K	0.04%	179

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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Thompson Investment Management's IVV Position: Q2 2026 in Review

Thompson Investment Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 103 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #236.

Thompson Investment Management first reported a position in IVV in Q4 2020 and has held it in 12 quarters since. The position peaked at $216K in Q4 2020. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Thompson Investment Management held 103 shares of iShares Core S&P 500 ETF worth $77.1K as of Q2 2026.
Thompson Investment Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.01% of Thompson Investment Management's portfolio in Q2 2026, its #236 holding.
Thompson Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 12 quarters since.
Thompson Investment Management's iShares Core S&P 500 ETF position peaked at $216K in Q4 2020.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.