Watchman Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Watchman Group’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	$489K	Hold	653	–	–	0.11%	59
2026 Q1	$427K	Sell	653 -9	-1%	-$6.15K	0.1%	58
2025 Q4	$453K	Buy	662 +57	+9%	+$38.7K	0.11%	62
2025 Q3	$405K	Buy	605 +6	+1%	+$3.86K	0.1%	62
2025 Q2	$372K	Buy	+599	New	+$344K	0.1%	60
2022 Q1	–	Sell	-439	Closed	-$209K	–	77
2021 Q4	$209K	Buy	+439	New	+$202K	0.11%	75
2021 Q3	–	Sell	-471	Closed	-$202K	–	74
2021 Q2	$202K	Buy	+471	New	+$197K	0.12%	72

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

Watchman Group's IVV Position: Q2 2026 in Review

Watchman Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 653 shares worth $489K. The position accounts for 0.11% of the portfolio, ranked #59.

Watchman Group first reported a position in IVV in Q2 2021 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Watchman Group held 653 shares of iShares Core S&P 500 ETF worth $489K as of Q2 2026.
Watchman Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.11% of Watchman Group's portfolio in Q2 2026, its #59 holding.
Watchman Group first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 7 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.