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Coldstream Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Coldstream Capital Management’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
2023
Q2 		– Hold
0
– -$2.06M – 847
2023
Q1 		– Hold
0
– – – 169
2022
Q4 		– Hold
0
– – – 176

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

Coldstream Capital Management's IVV Position: Q2 2026 in Review

Coldstream Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 8.2% in Q2 2026, buying an estimated $50.2M and bringing the position to 909,504 shares worth $681M. The position accounts for 8.53% of the portfolio, ranked #1.

Coldstream Capital Management first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Coldstream Capital Management held 909,504 shares of iShares Core S&P 500 ETF worth $681M as of Q2 2026.
  • Coldstream Capital Management bought 68,974 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $50.2M.
  • iShares Core S&P 500 ETF made up 8.53% of Coldstream Capital Management's portfolio in Q2 2026, its #1 holding.
  • Coldstream Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.