ACM
IVV icon

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

Aurdan Capital Management’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 		$43.1M Buy
57,573
+3,162
+6% +$2.3M 10.94% 3
2026
Q1 		$35.5M Buy
54,411
+1,070
+2% +$731K 10.67% 3
2025
Q4 		$36.5M Buy
53,341
+2,197
+4% +$1.49M 11.27% 3
2025
Q3 		$34.2M Buy
51,144
+3,540
+7% +$2.28M 10.89% 3
2025
Q2 		$29.6M Buy
47,604
+738
+2% +$424K 10.07% 2
2025
Q1 		$26.3M Buy
46,866
+16,228
+53% +$9.58M 9.92% 2
2024
Q4 		$18M Buy
+30,638
New +$18.1M 6.92% 2

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Aurdan Capital Management's IVV Position: Q2 2026 in Review

Aurdan Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q2 2026, buying an estimated $2.3M and bringing the position to 57,573 shares worth $43.1M. The position accounts for 10.94% of the portfolio, ranked #3.

Aurdan Capital Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Aurdan Capital Management held 57,573 shares of iShares Core S&P 500 ETF worth $43.1M as of Q2 2026.
  • Aurdan Capital Management bought 3,162 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.3M.
  • iShares Core S&P 500 ETF made up 10.94% of Aurdan Capital Management's portfolio in Q2 2026, its #3 holding.
  • Aurdan Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aurdan Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.