Columbia Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Columbia Asset 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
2026 Q1	$500K	Hold	766	–	–	0.1%	115
2025 Q4	$525K	Hold	766	–	–	0.09%	118
2025 Q3	$513K	Hold	766	–	–	0.1%	117
2025 Q2	$476K	Hold	766	–	–	0.09%	119
2025 Q1	$430K	Hold	766	–	–	0.08%	139
2024 Q4	$451K	Hold	766	–	–	0.08%	136
2024 Q3	$442K	Hold	766	–	–	0.08%	133
2024 Q2	$419K	Sell	766 -37	-5%	-$19.5K	0.08%	130
2024 Q1	$384K	Hold	803	–	–	0.08%	128
2023 Q4	$384K	Hold	803	–	–	0.08%	128
2023 Q3	$345K	Hold	803	–	–	0.08%	132
2023 Q2	$358K	Buy	803 +94	+13%	+$39.6K	0.08%	132
2023 Q1	$291K	Hold	709	–	–	0.07%	140
2022 Q4	$272K	Hold	709	–	–	0.07%	141
2022 Q3	$254K	Hold	709	–	–	0.07%	146
2022 Q2	$269K	Buy	+709	New	+$292K	0.07%	145
2021 Q4	$338K	Hold	709	–	–	0.07%	152
2021 Q3	$305K	Buy	+709	New	+$314K	0.07%	153

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Columbia Asset Management's IVV Position: Q1 2026 in Review

Columbia Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 766 shares worth $500K. The position accounts for 0.1% of the portfolio, ranked #115.

Columbia Asset Management first reported a position in IVV in Q3 2021 and has held it in 18 quarters since. The position peaked at $525K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Columbia Asset Management held 766 shares of iShares Core S&P 500 ETF worth $500K as of Q1 2026.
Columbia Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.1% of Columbia Asset Management's portfolio in Q1 2026, its #115 holding.
Columbia Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 18 quarters since.
Columbia Asset Management's iShares Core S&P 500 ETF position peaked at $525K in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.