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Contango Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Contango Wealth Management’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 		$11.7M Sell
17,866
-5,795
-24% -$3.96M 13.64% 1
2025
Q4 		$16.2M Buy
+23,661
New +$16.1M 18.11% 1

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 $424B AUM 22.96% 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

Contango Wealth Management's IVV Position: Q1 2026 in Review

Contango Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 24% in Q1 2026, selling an estimated $3.96M and leaving 17,866 shares worth $11.7M. The position accounts for 13.64% of the portfolio, ranked #1.

Contango Wealth Management first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.2M in Q4 2025. 3,985 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Contango Wealth Management held 17,866 shares of iShares Core S&P 500 ETF worth $11.7M as of Q1 2026.
  • Contango Wealth Management sold 5,795 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.96M.
  • iShares Core S&P 500 ETF made up 13.64% of Contango Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Contango Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's iShares Core S&P 500 ETF position peaked at $16.2M in Q4 2025.
  • 3,985 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.