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Cardiff Park Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Cardiff Park 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 		$8.01M Sell
10,689
-198
-2% -$144K 0.62% 33
2026
Q1 		$7.11M Buy
10,887
+171
+2% +$117K 0.57% 37
2025
Q4 		$7.34M Buy
10,716
+21
+0.2% +$14.3K 0.6% 35
2025
Q3 		$7.16M Sell
10,695
-517
-5% -$333K 0.55% 39
2025
Q2 		$6.96M Sell
11,212
-1,904
-15% -$1.09M 0.6% 35
2025
Q1 		$7.37M Sell
13,116
-2,258
-15% -$1.33M 0.71% 28
2024
Q4 		$9.05M Buy
15,374
+28
+0.2% +$16.6K 0.86% 24
2024
Q3 		$8.85M Sell
15,346
-127
-0.8% -$70.6K 0.79% 22
2024
Q2 		$8.47M Buy
15,473
+46
+0.3% +$24.2K 0.81% 23
2024
Q1 		$8.11M Buy
15,427
+128
+0.8% +$64K 0.77% 23
2023
Q4 		$7.31M Buy
15,299
+68
+0.4% +$30.4K 0.81% 22
2023
Q3 		$6.54M Hold
15,231
– – 0.83% 21
2023
Q2 		$6.79M Sell
15,231
-62
-0.4% -$26.1K 0.83% 21
2023
Q1 		$6.29M Sell
15,293
-393
-3% -$158K 0.83% 23
2022
Q4 		$6.03M Sell
15,686
-757
-5% -$292K 0.84% 24
2022
Q3 		$5.9M Buy
16,443
+97
+0.6% +$38.7K 0.92% 21
2022
Q2 		$6.2M Buy
16,346
+30
+0.2% +$12.3K 0.94% 21
2022
Q1 		$7.4M Buy
16,316
+2,162
+15% +$967K 1.04% 20
2021
Q4 		$6.75M Buy
+14,154
New +$6.52M 0.89% 21

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

Cardiff Park Advisors's IVV Position: Q2 2026 in Review

Cardiff Park Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, selling an estimated $144K and leaving 10,689 shares worth $8.01M. The position accounts for 0.62% of the portfolio, ranked #33.

Cardiff Park Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.05M in Q4 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cardiff Park Advisors held 10,689 shares of iShares Core S&P 500 ETF worth $8.01M as of Q2 2026.
  • Cardiff Park Advisors sold 198 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $144K.
  • iShares Core S&P 500 ETF made up 0.62% of Cardiff Park Advisors's portfolio in Q2 2026, its #33 holding.
  • Cardiff Park Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's iShares Core S&P 500 ETF position peaked at $9.05M in Q4 2024.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.