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 Q3	$37.3M	Sell	48,742 -173	-0.4%	-$132K	24.95%	1
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Camelot Technology Advisors's IVV Position: Q3 2026 in Review

Camelot Technology Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.35% in Q3 2026, selling an estimated $132K and leaving 48,742 shares worth $37.3M. The position accounts for 24.95% of the portfolio, ranked #1.

Camelot Technology Advisors first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $38.5M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Camelot Technology Advisors held 48,742 shares of iShares Core S&P 500 ETF worth $37.3M as of Q3 2026.
Camelot Technology Advisors sold 173 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $132K.
iShares Core S&P 500 ETF made up 24.95% of Camelot Technology Advisors's portfolio in Q3 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 12 quarters since.
Camelot Technology Advisors's iShares Core S&P 500 ETF position peaked at $38.5M in Q4 2025.
1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.