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Camelot Technology Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Camelot Technology Advisors’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 		$36.6M Sell
48,915
-2,267
-4% -$1.65M 24.63% 1
2026
Q1 		$33.4M Sell
51,182
-5,024
-9% -$3.43M 24.24% 1
2025
Q4 		$38.5M Buy
56,206
+620
+1% +$421K 28.57% 1
2025
Q3 		$37.2M Sell
55,586
-1,768
-3% -$1.14M 29.53% 1
2025
Q2 		$35.6M Buy
57,354
+18
+0% +$10.3K 30.34% 1
2025
Q1 		$32.2M Sell
57,336
-276
-0.5% -$163K 29.12% 1
2024
Q4 		$33.9M Buy
57,612
+1,593
+3% +$943K 30.7% 1
2024
Q3 		$32.3M Buy
56,019
+934
+2% +$519K 28.5% 1
2024
Q2 		$30.1M Sell
55,085
-57
-0.1% -$30K 27.93% 1
2024
Q1 		$29M Buy
55,142
+2,312
+4% +$1.16M 26.72% 1
2023
Q4 		$25.2M Buy
+52,830
New +$23.6M 25.73% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Camelot Technology Advisors's IVV Position: Q2 2026 in Review

Camelot Technology Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q2 2026, selling an estimated $1.65M and leaving 48,915 shares worth $36.6M. The position accounts for 24.63% of the portfolio, ranked #1.

Camelot Technology Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.5M in Q4 2025. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Camelot Technology Advisors held 48,915 shares of iShares Core S&P 500 ETF worth $36.6M as of Q2 2026.
  • Camelot Technology Advisors sold 2,267 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.65M.
  • iShares Core S&P 500 ETF made up 24.63% of Camelot Technology Advisors's portfolio in Q2 2026, its #1 holding.
  • Camelot Technology Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Camelot Technology Advisors's iShares Core S&P 500 ETF position peaked at $38.5M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.