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

William Mack & 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 		$1.15M Buy
1,533
+307
+25% +$224K 0.4% 28
2026
Q1 		$801K Sell
1,226
-288
-19% -$197K 0.46% 28
2025
Q4 		$1.04M Sell
1,514
-11
-0.7% -$7.47K 0.49% 24
2025
Q3 		$1.02M Sell
1,525
-2
-0.1% -$1.29K 0.55% 24
2025
Q2 		$948K Sell
1,527
-11
-0.7% -$6.32K 0.6% 25
2025
Q1 		$864K Sell
1,538
-33
-2% -$19.5K 0.74% 25
2024
Q4 		$925K Buy
+1,571
New +$930K 0.97% 20

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

William Mack & Associates's IVV Position: Q2 2026 in Review

William Mack & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q2 2026, buying an estimated $224K and bringing the position to 1,533 shares worth $1.15M. The position accounts for 0.4% of the portfolio, ranked #28.

William Mack & Associates first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • William Mack & Associates held 1,533 shares of iShares Core S&P 500 ETF worth $1.15M as of Q2 2026.
  • William Mack & Associates bought 307 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $224K.
  • iShares Core S&P 500 ETF made up 0.4% of William Mack & Associates's portfolio in Q2 2026, its #28 holding.
  • William Mack & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.