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Allodium Investment Consultants’s iShares Core S&P 500 ETF IVV Stock Holding History

Allodium Investment Consultants’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 		$8.89M Sell
11,871
-138
-1% -$100K 3.78% 9
2026
Q1 		$7.84M Sell
12,009
-107
-0.9% -$73.1K 3.76% 9
2025
Q4 		$8.3M Buy
12,116
+365
+3% +$248K 4.21% 8
2025
Q3 		$7.86M Buy
11,751
+408
+4% +$263K 4.44% 8
2025
Q2 		$7.04M Buy
11,343
+328
+3% +$188K 4.46% 8
2025
Q1 		$6.19M Buy
11,015
+306
+3% +$181K 4.57% 8
2024
Q4 		$6.3M Buy
+10,709
New +$6.34M 5.26% 6

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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Allodium Investment Consultants's IVV Position: Q2 2026 in Review

Allodium Investment Consultants reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, selling an estimated $100K and leaving 11,871 shares worth $8.89M. The position accounts for 3.78% of the portfolio, ranked #9.

Allodium Investment Consultants first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 3,269 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Allodium Investment Consultants held 11,871 shares of iShares Core S&P 500 ETF worth $8.89M as of Q2 2026.
  • Allodium Investment Consultants sold 138 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $100K.
  • iShares Core S&P 500 ETF made up 3.78% of Allodium Investment Consultants's portfolio in Q2 2026, its #9 holding.
  • Allodium Investment Consultants first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,269 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.