Wimmer Associates 1’s iShares Core S&P 500 ETF IVV Stock Holding History

Wimmer Associates 1’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	$899K	Hold	1,200	–	–	0.41%	58
2026 Q1	$784K	Hold	1,200	–	–	0.38%	58
2025 Q4	$822K	Sell	1,200 -11	-0.9%	-$7.47K	0.38%	59
2025 Q3	$811K	Hold	1,211	–	–	0.39%	57
2025 Q2	$752K	Hold	1,211	–	–	0.38%	57
2025 Q1	$715K	Sell	1,211 -84	-6%	-$49.6K	0.38%	57
2024 Q4	$762K	Buy	1,295 +45	+4%	+$26.6K	0.38%	58
2024 Q3	$721K	Hold	1,250	–	–	0.35%	63
2024 Q2	$684K	Hold	1,250	–	–	0.35%	62
2024 Q1	$657K	Sell	1,250 -25	-2%	-$12.5K	0.35%	67
2023 Q4	$609K	Hold	1,275	–	–	0.34%	69
2023 Q3	$548K	Hold	1,275	–	–	0.34%	68
2023 Q2	$568K	Hold	1,275	–	–	0.34%	73
2023 Q1	$529K	Hold	1,275	–	–	0.34%	72
2022 Q4	$490K	Hold	1,275	–	–	0.32%	76
2022 Q3	$494K	Sell	1,275 -10	-0.8%	-$3.99K	0.33%	76
2022 Q2	$487K	Hold	1,285	–	–	0.32%	72
2022 Q1	$583K	Hold	1,285	–	–	0.32%	70
2021 Q4	$613K	Hold	1,285	–	–	0.33%	69
2021 Q3	$554K	Hold	1,285	–	–	0.33%	74
2021 Q2	$552K	Hold	1,285	–	–	0.32%	72
2021 Q1	$511K	Hold	1,285	–	–	0.28%	72
2020 Q4	$482K	Buy	1,285 +68	+6%	+$24.2K	0.29%	71
2020 Q3	$409K	Buy	1,217 +65	+6%	+$21.6K	0.28%	74
2020 Q2	$388K	Buy	+1,152	New	+$338K	0.3%	73

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Wimmer Associates 1's IVV Position: Q2 2026 in Review

Wimmer Associates 1 held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,200 shares worth $899K. The position accounts for 0.41% of the portfolio, ranked #58.

Wimmer Associates 1 first reported a position in IVV in Q2 2020 and has held it in 25 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wimmer Associates 1 held 1,200 shares of iShares Core S&P 500 ETF worth $899K as of Q2 2026.
Wimmer Associates 1 left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.41% of Wimmer Associates 1's portfolio in Q2 2026, its #58 holding.
Wimmer Associates 1 first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wimmer Associates 1's 13F filing for Q2 2026, filed 14 Aug 2026.