CFO
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Callan Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Callan Family Office’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 		$159M Buy
212,091
+11,463
+6% +$8.35M 3.11% 3
2026
Q1 		$131M Buy
200,628
+751
+0.4% +$513K 2.97% 3
2025
Q4 		$137M Buy
199,877
+28,339
+17% +$19.2M 2.94% 4
2025
Q3 		$115M Sell
171,538
-13,392
-7% -$8.63M 3.66% 4
2025
Q2 		$115M Buy
184,930
+15,394
+9% +$8.84M 3.62% 3
2025
Q1 		$95.3M Buy
169,536
+8,897
+6% +$5.25M 7.14% 1
2024
Q4 		$94.6M Sell
160,639
-17,153
-10% -$10.2M 6.01% 1
2024
Q3 		$103M Buy
177,792
+13,888
+8% +$7.72M 17.23% 1
2024
Q2 		$89.7M Sell
163,904
-7,946
-5% -$4.18M 17.22% 1
2024
Q1 		$90.3M Buy
171,850
+22,208
+15% +$11.1M 21.18% 1
2023
Q4 		$71.5M Sell
149,642
-17,795
-11% -$7.96M 17.65% 1
2023
Q3 		$71.9M Buy
167,437
+20,937
+14% +$9.37M 19.15% 1
2023
Q2 		$65.3M Buy
146,500
+1,467
+1% +$618K 17.21% 1
2023
Q1 		$59.6M Buy
145,033
+25,124
+21% +$10.1M 14.47% 1
2022
Q4 		$46.1M Buy
+119,909
New +$46.3M 14.85% 1

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Callan Family Office's IVV Position: Q2 2026 in Review

Callan Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 5.7% in Q2 2026, buying an estimated $8.35M and bringing the position to 212,091 shares worth $159M. The position accounts for 3.11% of the portfolio, ranked #3.

Callan Family Office first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Callan Family Office held 212,091 shares of iShares Core S&P 500 ETF worth $159M as of Q2 2026.
  • Callan Family Office bought 11,463 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.35M.
  • iShares Core S&P 500 ETF made up 3.11% of Callan Family Office's portfolio in Q2 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 15 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.