55 North Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
55 North Private Wealth's IVV Position: Q2 2026 in Review
55 North Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 0.6% in Q2 2026, selling an estimated $10.2K and leaving 2,320 shares worth $1.74M. The position accounts for 0.34% of the portfolio, ranked #39.
55 North Private Wealth first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- 55 North Private Wealth held 2,320 shares of iShares Core S&P 500 ETF worth $1.74M as of Q2 2026.
- 55 North Private Wealth sold 14 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.2K.
- iShares Core S&P 500 ETF made up 0.34% of 55 North Private Wealth's portfolio in Q2 2026, its #39 holding.
- 55 North Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.