WC
IVV icon

Whitney & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Whitney & Co’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 		$358K Buy
478
+39
+9% +$28.4K 0.03% 141
2026
Q1 		$287K Sell
439
-76
-15% -$51.9K 0.02% 148
2025
Q4 		$353K Buy
+515
New +$350K 0.03% 138

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Whitney & Co's IVV Position: Q2 2026 in Review

Whitney & Co increased its iShares Core S&P 500 ETF (IVV) stake by 8.9% in Q2 2026, buying an estimated $28.4K and bringing the position to 478 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #141.

Whitney & Co first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Whitney & Co held 478 shares of iShares Core S&P 500 ETF worth $358K as of Q2 2026.
  • Whitney & Co bought 39 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $28.4K.
  • iShares Core S&P 500 ETF made up 0.03% of Whitney & Co's portfolio in Q2 2026, its #141 holding.
  • Whitney & Co first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.