Thurston Springer Miller Herd & Titak’s iShares Core S&P 500 ETF IVV Stock Holding History

Thurston Springer Miller Herd & Titak’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	$3.51M	Buy	4,691 +163	+4%	+$119K	1.28%	8
2026 Q1	$2.96M	Sell	4,528 -231	-5%	-$158K	1.22%	8
2025 Q4	$3.26M	Buy	4,759 +4,754	+95,080%	+$3.23M	1.14%	11
2025 Q3	$3.35K	Sell	5 -2,130	-100%	-$1.37M	0.01%	446
2025 Q2	$1.33M	Buy	2,135 +42	+2%	+$24.1K	0.17%	141
2025 Q1	$1.18M	Buy	2,093 +498	+31%	+$294K	0.2%	120
2024 Q4	$940K	Buy	1,595 +221	+16%	+$131K	0.19%	129
2024 Q3	$793K	Sell	1,374 -745	-35%	-$414K	0.22%	117
2024 Q2	$1.16M	Buy	+2,119	New	+$1.11M	0.36%	70

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

Thurston Springer Miller Herd & Titak's IVV Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, buying an estimated $119K and bringing the position to 4,691 shares worth $3.51M. The position accounts for 1.28% of the portfolio, ranked #8.

Thurston Springer Miller Herd & Titak first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 1,774 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Thurston Springer Miller Herd & Titak held 4,691 shares of iShares Core S&P 500 ETF worth $3.51M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 163 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $119K.
iShares Core S&P 500 ETF made up 1.28% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #8 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,774 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.