Constellation Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Constellation Investments’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	$479M	Sell	625,086 -635,123	-50%	-$485M	18.32%	3
2026 Q2	$944M	Sell	1,260,209 -98,181	-7%	-$71.5M	29.64%	1
2026 Q1	$887M	Sell	1,358,390 -146,657	-10%	-$100M	29.45%	1
2025 Q4	$1.03B	Buy	1,505,047 +494,675	+49%	+$336M	31.82%	1
2025 Q3	$676M	Sell	1,010,372 -144,647	-13%	-$93.2M	31.6%	1
2025 Q2	$717M	Sell	1,155,019 -19,770	-2%	-$11.4M	33.16%	1
2025 Q1	$660M	Buy	1,174,789 +38,000	+3%	+$22.4M	31.36%	1
2024 Q4	$669M	Buy	+1,136,789	New	+$673M	30.46%	1

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Constellation Investments's IVV Position: Q3 2026 in Review

Constellation Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 50% in Q3 2026, selling an estimated $485M and leaving 625,086 shares worth $479M. The position accounts for 18.32% of the portfolio, ranked #3.

Constellation Investments first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.03B in Q4 2025. 2,048 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Constellation Investments held 625,086 shares of iShares Core S&P 500 ETF worth $479M as of Q3 2026.
Constellation Investments sold 635,123 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $485M.
iShares Core S&P 500 ETF made up 18.32% of Constellation Investments's portfolio in Q3 2026, its #3 holding.
Constellation Investments first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Constellation Investments's iShares Core S&P 500 ETF position peaked at $1.03B in Q4 2025.
2,048 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Constellation Investments's 13F filing for Q3 2026, filed 28 Oct 2026.