Columbus Macro
IVV icon

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
Q3 		$19.6M Sell
25,578
-38
-0.1% -$29K 1.9% 3
2026
Q2 		$19.2M Sell
25,616
-43
-0.2% -$31.3K 1.87% 4
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 		$9.5M 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Columbus Macro's IVV Position: Q3 2026 in Review

Columbus Macro reduced its iShares Core S&P 500 ETF (IVV) stake by 0.15% in Q3 2026, selling an estimated $29K and leaving 25,578 shares worth $19.6M. The position accounts for 1.9% of the portfolio, ranked #3.

Columbus Macro first reported a position in IVV in Q2 2019 and has held it in 27 quarters since. 927 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Columbus Macro held 25,578 shares of iShares Core S&P 500 ETF worth $19.6M as of Q3 2026.
  • Columbus Macro sold 38 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $29K.
  • iShares Core S&P 500 ETF made up 1.9% of Columbus Macro's portfolio in Q3 2026, its #3 holding.
  • Columbus Macro first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 27 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.