Vectors Research Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Vectors Research 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	$519K	Sell	693 -5	-0.7%	-$3.64K	0.14%	104
2026 Q1	$456K	Sell	698 -26	-4%	-$17.8K	0.13%	105
2025 Q4	$496K	Hold	724	–	–	0.15%	95
2025 Q3	$485K	Sell	724 -61	-8%	-$39.3K	0.15%	97
2025 Q2	$487K	Sell	785 -16	-2%	-$9.19K	0.17%	90
2025 Q1	$450K	Buy	801 +223	+39%	+$132K	0.16%	90
2024 Q4	$340K	Sell	578 -49	-8%	-$29K	0.12%	97
2024 Q3	$362K	Sell	627 -80	-11%	-$44.5K	0.11%	101
2024 Q2	$387K	Sell	707 -234	-25%	-$123K	0.12%	103
2024 Q1	$495K	Sell	941 -2	-0.2%	-$1K	0.14%	103
2023 Q4	$450K	Buy	+943	New	+$422K	0.13%	108
2023 Q3	–	Sell	-1,357	Closed	-$605K	–	130
2023 Q2	$605K	Buy	1,357 +103	+8%	+$43.4K	0.17%	97
2023 Q1	$515K	Sell	1,254 -301	-19%	-$121K	0.13%	103
2022 Q4	$597K	Sell	1,555 -10	-0.6%	-$3.86K	0.15%	100
2022 Q3	$561K	Sell	1,565 -183	-10%	-$73.1K	0.16%	96
2022 Q2	$663K	Buy	1,748 +1,324	+312%	+$545K	0.17%	97
2022 Q1	$192K	Sell	424 -82	-16%	-$36.7K	0.04%	150
2021 Q4	$241K	Buy	506 +36	+8%	+$16.6K	0.05%	153
2021 Q3	$202K	Sell	470 -27	-5%	-$12K	0.05%	152
2021 Q2	$214K	Buy	497 +37	+8%	+$15.5K	0.05%	145
2021 Q1	$183K	Sell	460 -68	-13%	-$26.3K	0.05%	144
2020 Q4	$198K	Sell	528 -148	-22%	-$52.7K	0.06%	132
2020 Q3	$227K	Sell	676 -184	-21%	-$61.2K	0.08%	114
2020 Q2	$266K	Hold	860	–	–	0.1%	104
2020 Q1	$222K	Sell	860 -476	-36%	-$146K	0.11%	100
2019 Q4	$432K	Buy	1,336 +191	+17%	+$59.1K	0.17%	80
2019 Q3	$342K	Buy	1,145 +140	+14%	+$41.6K	0.17%	89
2019 Q2	$296K	Hold	1,005	–	–	0.16%	88
2019 Q1	$286K	Sell	1,005 -25	-2%	-$6.84K	0.16%	88
2018 Q4	$259K	Sell	1,030 -427	-29%	-$116K	0.12%	100
2018 Q3	$399K	Buy	+1,457	New	+$418K	0.25%	74

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

Vectors Research Management's IVV Position: Q2 2026 in Review

Vectors Research Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.72% in Q2 2026, selling an estimated $3.64K and leaving 693 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #104.

Vectors Research Management first reported a position in IVV in Q3 2018 and has held it in 31 quarters since. The position peaked at $663K in Q2 2022. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Vectors Research Management held 693 shares of iShares Core S&P 500 ETF worth $519K as of Q2 2026.
Vectors Research Management sold 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
iShares Core S&P 500 ETF made up 0.14% of Vectors Research Management's portfolio in Q2 2026, its #104 holding.
Vectors Research Management first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 31 quarters since.
Vectors Research Management's iShares Core S&P 500 ETF position peaked at $663K in Q2 2022.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vectors Research Management's 13F filing for Q2 2026, filed 29 Jul 2026.