Continental Investors Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Continental Investors Services’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	$2.06M	Sell	2,662 -18	-0.7%	-$13.1K	1.61%	16
2026 Q1	$1.99M	Buy	2,680 +70	+3%	+$47.8K	1.88%	13
2025 Q4	$1.81M	Sell	2,610 -702	-21%	-$477K	2.34%	11
2025 Q3	$2.21M	Sell	3,312 -550	-14%	-$354K	3.28%	5
2025 Q2	$2.4M	Buy	3,862 +20	+0.5%	+$11.5K	4.31%	5
2025 Q1	$2.16M	Sell	3,842 -9	-0.2%	-$5.32K	4.29%	7
2024 Q4	$2.27M	Sell	3,851 -299	-7%	-$177K	4.5%	6
2024 Q3	$2.37M	Sell	4,150 -244	-6%	-$136K	4.87%	5
2024 Q2	$2.4M	Sell	4,394 -321	-7%	-$169K	5.35%	4
2024 Q1	$2.47M	Sell	4,715 -166	-3%	-$83.1K	5.86%	4
2023 Q4	$2.33M	Sell	4,881 -141	-3%	-$63.1K	6.06%	5
2023 Q3	$2.16M	Sell	5,022 -5,259	-51%	-$2.35M	6.53%	5
2023 Q2	$4.66M	Buy	10,281 +4,942	+93%	+$2.08M	5.51%	6
2023 Q1	$2.19M	Sell	5,339 -160	-3%	-$64.1K	6.21%	7
2022 Q4	$2.11M	Buy	5,499 +44	+0.8%	+$17K	6.58%	6
2022 Q3	$1.96M	Sell	5,455 -28	-0.5%	-$11.2K	5.85%	7
2022 Q2	$2.08M	Buy	5,483 +560	+11%	+$230K	6.07%	7
2022 Q1	$2.35M	Sell	4,923 -329	-6%	-$147K	6.15%	5
2021 Q4	$2.38M	Buy	+5,252	New	+$2.42M	6.35%	6

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Continental Investors Services's IVV Position: Q2 2026 in Review

Continental Investors Services reduced its iShares Core S&P 500 ETF (IVV) stake by 0.67% in Q2 2026, selling an estimated $13.1K and leaving 2,662 shares worth $2.06M. The position accounts for 1.61% of the portfolio, ranked #16.

Continental Investors Services first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.66M in Q2 2023. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Continental Investors Services held 2,662 shares of iShares Core S&P 500 ETF worth $2.06M as of Q2 2026.
Continental Investors Services sold 18 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.1K.
iShares Core S&P 500 ETF made up 1.61% of Continental Investors Services's portfolio in Q2 2026, its #16 holding.
Continental Investors Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Continental Investors Services's iShares Core S&P 500 ETF position peaked at $4.66M in Q2 2023.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Continental Investors Services's 13F filing for Q2 2026, filed 13 Aug 2026.