Ferguson Wellman Capital Management, Inc / IVV
Ferguson Wellman Capital Management, Inc’s Ishares Tr Position
Does Ferguson Wellman Capital Management, Inc own Ishares Tr (IVV)? Yes — 209.9K shares worth $137M (+1.87% of its 13F portfolio) as of Q1 2026, up from 202.5K shares the prior filed quarter.
Position Value
$137M
Q1 2026
Shares
209.9K
% of Portfolio
+1.87%
Quarters Held
30
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 209.9K | $137M | +1.87% |
| Q4 2025 | 202.5K | $139M | +2.22% |
| Q3 2025 | 195.3K | $131M | +2.12% |
| Q2 2025 | 185.8K | $115M | +2.03% |
| Q1 2025 | 182.8K | $103M | +1.99% |
| Q4 2024 | 179.9K | $106M | +2.02% |
| Q3 2024 | 173.3K | $100M | +1.94% |
| Q2 2024 | 172.4K | $94M | +1.92% |
| Q1 2024 | 172.0K | $90M | +1.84% |
| Q4 2023 | 167.0K | $80M | +1.79% |
| Q3 2023 | 162.1K | $70M | +1.70% |
| Q2 2023 | 153.9K | $69M | +1.61% |
| Q1 2023 | 151.8K | $62M | +1.57% |
| Q4 2022 | 155.1K | $60M | +1.55% |
| Q3 2022 | 148.2K | $53M | +2.08% |
| Q2 2022 | 140.4K | $53M | +1.97% |
| Q1 2022 | 139.0K | $63M | +1.99% |
| Q4 2021 | 136.9K | $65M | +1.90% |
| Q3 2021 | 138.0K | $59M | +1.92% |
| Q2 2021 | 133.9K | $58M | +1.87% |
| Q1 2021 | 132.8K | $53M | +1.84% |
| Q4 2020 | 125.4K | $47M | +1.15% |
| Q3 2020 | 123.8K | $42M | +1.15% |
| Q2 2020 | 119.1K | $37M | +1.13% |
| Q1 2020 | 121.1K | $31M | +1.17% |
| Q4 2019 | 132.5K | $43M | +1.26% |
| Q3 2019 | 133.7K | $40M | +1.27% |
| Q2 2019 | 137.9K | $41M | +1.35% |
| Q1 2019 | 140.8K | $40M | +1.36% |
| Q4 2018 | 141.7K | $36M | +1.37% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ferguson Wellman Capital Management, Inc’s full portfolio or all institutional holders of IVV.