Callan Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Callan Family Office's IVV Position: Q1 2026 in Review
Callan Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q1 2026, buying an estimated $513K and bringing the position to 200,628 shares worth $131M. The position accounts for 2.97% of the portfolio, ranked #3.
Callan Family Office first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $137M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Callan Family Office held 200,628 shares of iShares Core S&P 500 ETF worth $131M as of Q1 2026.
- Callan Family Office bought 751 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $513K.
- iShares Core S&P 500 ETF made up 2.97% of Callan Family Office's portfolio in Q1 2026, its #3 holding.
- Callan Family Office first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
- Callan Family Office's iShares Core S&P 500 ETF position peaked at $137M in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.