Colonial Trust’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Colonial Trust's IVV Position: Q2 2026 in Review
Colonial Trust reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, selling an estimated $458K and leaving 35,960 shares worth $26.9M. The position accounts for 3.41% of the portfolio, ranked #2.
Colonial Trust first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Colonial Trust held 35,960 shares of iShares Core S&P 500 ETF worth $26.9M as of Q2 2026.
- Colonial Trust sold 629 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $458K.
- iShares Core S&P 500 ETF made up 3.41% of Colonial Trust's portfolio in Q2 2026, its #2 holding.
- Colonial Trust first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
- 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.