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Columbus Macro’s iShares Core S&P 500 ETF IVV Stock Holding History

Columbus Macro’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 		$16.8M Sell
25,659
-325
-1% -$222K 1.79% 8
2025
Q4 		$17.8M Buy
25,984
+1,914
+8% +$1.3M 1.95% 3
2025
Q3 		$16.1M Sell
24,070
-267
-1% -$172K 1.83% 3
2025
Q2 		$15.1M Sell
24,337
-5,133
-17% -$2.95M 1.85% 3
2025
Q1 		$16.6M Sell
29,470
-870
-3% -$514K 2.18% 3
2024
Q4 		$17.9M Buy
30,340
+7,069
+30% +$4.18M 2.48% 2
2024
Q3 		$13.5M Buy
23,271
+256
+1% +$142K 4.91% 1
2024
Q2 		$12.7M Sell
23,015
-660
-3% -$347K 4.92% 1
2024
Q1 		$12.4M Buy
23,675
+109
+0.5% +$54.5K 4.72% 1
2023
Q4 		$11.3M Buy
23,566
+2,620
+13% +$1.17M 4.45% 2
2023
Q3 		$9.02M Sell
20,946
-156
-0.7% -$69.8K 3.8% 2
2023
Q2 		$9.55M Buy
21,102
+6,764
+47% +$2.85M 3.8% 2
2023
Q1 		$5.92M Sell
14,338
-1,550
-10% -$621K 2.2% 8
2022
Q4 		$6.1M Buy
15,888
+14,314
+909% +$5.52M 2.34% 6
2022
Q3 		$564K Sell
1,574
-354
-18% -$141K 0.23% 110
2022
Q2 		$731K Buy
1,928
+5
+0.3% +$2.06K 0.28% 102
2022
Q1 		$873K Sell
1,923
-196
-9% -$87.7K 0.3% 97
2021
Q4 		$1.01M Sell
2,119
-8
-0.4% -$3.69K 0.34% 90
2021
Q3 		$916K Sell
2,127
-43
-2% -$19.1K 0.3% 92
2021
Q2 		$933K Buy
+2,170
New +$909K 0.29% 94
2021
Q1 		– Sell
-667
Closed -$250K – 171
2020
Q4 		$250K Buy
+667
New +$237K 0.08% 147
2020
Q2 		– Sell
-806
Closed -$208K – 149
2020
Q1 		$208K Sell
806
-3,116
-79% -$955K 0.06% 156
2019
Q4 		$1.27M Buy
3,922
+3,123
+391% +$967K 0.28% 74
2019
Q3 		$238K Buy
799
+19
+2% +$5.65K 0.06% 131
2019
Q2 		$230K Buy
+780
New +$226K 0.05% 133

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Columbus Macro's IVV Position: Q1 2026 in Review

Columbus Macro reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q1 2026, selling an estimated $222K and leaving 25,659 shares worth $16.8M. The position accounts for 1.79% of the portfolio, ranked #8.

Columbus Macro first reported a position in IVV in Q2 2019 and has held it in 25 quarters since. The position peaked at $17.9M in Q4 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Columbus Macro held 25,659 shares of iShares Core S&P 500 ETF worth $16.8M as of Q1 2026.
  • Columbus Macro sold 325 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $222K.
  • iShares Core S&P 500 ETF made up 1.79% of Columbus Macro's portfolio in Q1 2026, its #8 holding.
  • Columbus Macro first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 25 quarters since.
  • Columbus Macro's iShares Core S&P 500 ETF position peaked at $17.9M in Q4 2024.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.