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Walsh & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Walsh & Associates’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 		$785K Buy
1,049
+40
+4% +$29.1K 0.64% 29
2026
Q1 		$659K Sell
1,009
-65
-6% -$44.4K 0.65% 29
2025
Q4 		$735K Buy
+1,074
New +$729K 0.73% 27

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Walsh & Associates's IVV Position: Q2 2026 in Review

Walsh & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,049 shares worth $785K. The position accounts for 0.64% of the portfolio, ranked #29.

Walsh & Associates first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Walsh & Associates held 1,049 shares of iShares Core S&P 500 ETF worth $785K as of Q2 2026.
  • Walsh & Associates bought 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core S&P 500 ETF made up 0.64% of Walsh & Associates's portfolio in Q2 2026, its #29 holding.
  • Walsh & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.