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

Willis Johnson & 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
2022
Q4 		– Sell
-1,000
Closed -$359K – 119
2022
Q3 		$359K Buy
+1,000
New +$399K 0.05% 79

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Willis Johnson & Associates's IVV Position: Q1 2026 in Review

Willis Johnson & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q1 2026, buying an estimated $595K and bringing the position to 35,475 shares worth $23.2M. The position accounts for 1.35% of the portfolio, ranked #17.

Willis Johnson & Associates first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.7M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Willis Johnson & Associates held 35,475 shares of iShares Core S&P 500 ETF worth $23.2M as of Q1 2026.
  • Willis Johnson & Associates bought 872 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $595K.
  • iShares Core S&P 500 ETF made up 1.35% of Willis Johnson & Associates's portfolio in Q1 2026, its #17 holding.
  • Willis Johnson & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares Core S&P 500 ETF position peaked at $23.7M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.