Vaughan David Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Vaughan David Investments’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	$317K	Buy	423 +101	+31%	+$73.5K	0.01%	206
2026 Q1	$210K	Sell	322 -297	-48%	-$203K	﹤0.01%	229
2025 Q4	$424K	Sell	619 -9	-1%	-$6.11K	0.01%	176
2025 Q3	$420K	Buy	628 +229	+57%	+$147K	0.01%	175
2025 Q2	$248K	Hold	399	–	–	0.01%	208
2025 Q1	$224K	Buy	+399	New	+$236K	0.01%	204
2024 Q3	–	Sell	-542	Closed	-$297K	–	219
2024 Q2	$297K	Sell	542 -109	-17%	-$57.3K	0.01%	179
2024 Q1	$342K	Sell	651 -134	-17%	-$67K	0.01%	178
2023 Q4	$375K	Sell	785 -292	-27%	-$131K	0.01%	163
2023 Q3	$462K	Buy	+1,077	New	+$482K	0.01%	152
2021 Q2	–	Sell	-600	Closed	-$239K	–	198
2021 Q1	$239K	Buy	+600	New	+$232K	0.01%	178
2018 Q3	–	Sell	-1,828	Closed	-$499K	–	178
2018 Q2	$499K	Sell	1,828 -4,416	-71%	-$1.2M	0.02%	128
2018 Q1	$1.66M	Buy	6,244 +1,640	+36%	+$451K	0.08%	93
2017 Q4	$1.24M	Buy	+4,604	New	+$1.21M	0.06%	98

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

Vaughan David Investments's IVV Position: Q2 2026 in Review

Vaughan David Investments increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q2 2026, buying an estimated $73.5K and bringing the position to 423 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #206.

Vaughan David Investments first reported a position in IVV in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.66M in Q1 2018. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Vaughan David Investments held 423 shares of iShares Core S&P 500 ETF worth $317K as of Q2 2026.
Vaughan David Investments bought 101 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $73.5K.
iShares Core S&P 500 ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #206 holding.
Vaughan David Investments first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 14 quarters since.
Vaughan David Investments's iShares Core S&P 500 ETF position peaked at $1.66M in Q1 2018.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.