Willis Johnson & Associates
IVV icon

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

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Willis Johnson & Associates's IVV Position: Q3 2026 in Review

Willis Johnson & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q3 2026, selling an estimated $36.6K and leaving 34,477 shares worth $26.4M. The position accounts for 1.45% of the portfolio, ranked #17.

Willis Johnson & Associates first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Willis Johnson & Associates held 34,477 shares of iShares Core S&P 500 ETF worth $26.4M as of Q3 2026.
  • Willis Johnson & Associates sold 48 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $36.6K.
  • iShares Core S&P 500 ETF made up 1.45% of Willis Johnson & Associates's portfolio in Q3 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 24 quarters since.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Willis Johnson & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.