Wilkins Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Wilkins Investment Counsel’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 Q1	$359K	Hold	550	–	–	0.05%	103
2025 Q4	$377K	Hold	550	–	–	0.05%	102
2025 Q3	$368K	Hold	550	–	–	0.05%	106
2025 Q2	$341K	Hold	550	–	–	0.05%	110
2025 Q1	$309K	Sell	550 -100	-15%	-$59.1K	0.04%	110
2024 Q4	$383K	Hold	650	–	–	0.06%	109
2024 Q3	$375K	Hold	650	–	–	0.05%	109
2024 Q2	$356K	Sell	650 -100	-13%	-$52.6K	0.05%	108
2024 Q1	$394K	Buy	+750	New	+$375K	0.06%	106

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wilkins Investment Counsel's IVV Position: Q1 2026 in Review

Wilkins Investment Counsel held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 550 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #103.

Wilkins Investment Counsel first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $394K in Q1 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Wilkins Investment Counsel held 550 shares of iShares Core S&P 500 ETF worth $359K as of Q1 2026.
Wilkins Investment Counsel left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.05% of Wilkins Investment Counsel's portfolio in Q1 2026, its #103 holding.
Wilkins Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Wilkins Investment Counsel's iShares Core S&P 500 ETF position peaked at $394K in Q1 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.