Cairn Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Cairn Investment Group’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	$356K	Hold	475	–	–	0.16%	54
2026 Q1	$310K	Hold	475	–	–	0.15%	54
2025 Q4	$325K	Hold	475	–	–	0.15%	57
2025 Q3	$318K	Sell	475 -75	-14%	-$48.3K	0.14%	59
2025 Q2	$341K	Sell	550 -50	-8%	-$28.7K	0.18%	57
2025 Q1	$337K	Sell	600 -35	-6%	-$20.7K	0.19%	57
2024 Q4	$374K	Hold	635	–	–	0.22%	58
2024 Q3	$366K	Hold	635	–	–	0.2%	58
2024 Q2	$347K	Buy	635 +191	+43%	+$100K	0.2%	59
2024 Q1	$233K	Hold	444	–	–	0.13%	61
2023 Q4	$212K	Buy	+444	New	+$199K	0.13%	61

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Cairn Investment Group's IVV Position: Q2 2026 in Review

Cairn Investment Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 475 shares worth $356K. The position accounts for 0.16% of the portfolio, ranked #54.

Cairn Investment Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q4 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cairn Investment Group held 475 shares of iShares Core S&P 500 ETF worth $356K as of Q2 2026.
Cairn Investment Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.16% of Cairn Investment Group's portfolio in Q2 2026, its #54 holding.
Cairn Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Cairn Investment Group's iShares Core S&P 500 ETF position peaked at $374K in Q4 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cairn Investment Group's 13F filing for Q2 2026, filed 28 Jul 2026.