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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Constellation Investments's IVV Position: Q2 2026 in Review

Constellation Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 7.2% in Q2 2026, selling an estimated $71.5M and leaving 1,260,209 shares worth $944M. The position accounts for 29.64% of the portfolio, ranked #1.

Constellation Investments first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03B in Q4 2025. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Constellation Investments held 1,260,209 shares of iShares Core S&P 500 ETF worth $944M as of Q2 2026.
  • Constellation Investments sold 98,181 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $71.5M.
  • iShares Core S&P 500 ETF made up 29.64% of Constellation Investments's portfolio in Q2 2026, its #1 holding.
  • Constellation Investments first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Constellation Investments's iShares Core S&P 500 ETF position peaked at $1.03B in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.