Andina Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$425K Sell
650
-58
-8% -$39.6K 0.38% 58
2025
Q4
$485K Buy
+708
New +$481K 0.29% 81

Other funds holding IVV

Andina Capital Management's IVV Position: Q1 2026 in Review

Andina Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 8.2% in Q1 2026, selling an estimated $39.6K and leaving 650 shares worth $425K. The position accounts for 0.38% of the portfolio, ranked #58.

Andina Capital Management first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $485K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Andina Capital Management held 650 shares of iShares Core S&P 500 ETF worth $425K as of Q1 2026.
  • Andina Capital Management sold 58 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $39.6K.
  • iShares Core S&P 500 ETF made up 0.38% of Andina Capital Management's portfolio in Q1 2026, its #58 holding.
  • Andina Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Andina Capital Management's iShares Core S&P 500 ETF position peaked at $485K in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Andina Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.