Columbia River Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Columbia River Financial Group’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	$282K	Sell	376 -37	-9%	-$26.9K	0.15%	53
2026 Q1	$270K	Hold	413	–	–	0.16%	49
2025 Q4	$283K	Hold	413	–	–	0.17%	48
2025 Q3	$283K	Hold	413	–	–	0.17%	49
2025 Q2	$262K	Hold	413	–	–	0.17%	49
2025 Q1	$232K	Sell	413 -36	-8%	-$21.3K	0.16%	49
2024 Q4	$264K	Buy	+449	New	+$266K	0.18%	48

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Columbia River Financial Group's IVV Position: Q2 2026 in Review

Columbia River Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 9% in Q2 2026, selling an estimated $26.9K and leaving 376 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #53.

Columbia River Financial Group first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q4 2025. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Columbia River Financial Group held 376 shares of iShares Core S&P 500 ETF worth $282K as of Q2 2026.
Columbia River Financial Group sold 37 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.9K.
iShares Core S&P 500 ETF made up 0.15% of Columbia River Financial Group's portfolio in Q2 2026, its #53 holding.
Columbia River Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Columbia River Financial Group's iShares Core S&P 500 ETF position peaked at $283K in Q4 2025.
4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.