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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 $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

Willis Johnson & Associates's IVV Position: Q2 2026 in Review

Willis Johnson & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, selling an estimated $692K and leaving 34,525 shares worth $25.9M. The position accounts for 1.44% of the portfolio, ranked #16.

Willis Johnson & Associates first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Willis Johnson & Associates held 34,525 shares of iShares Core S&P 500 ETF worth $25.9M as of Q2 2026.
  • Willis Johnson & Associates sold 950 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $692K.
  • iShares Core S&P 500 ETF made up 1.44% of Willis Johnson & Associates's portfolio in Q2 2026, its #16 holding.
  • Willis Johnson & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.