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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Continental Investors Services's IVV Position: Q1 2026 in Review

Continental Investors Services increased its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q1 2026, buying an estimated $47.8K and bringing the position to 2,680 shares worth $1.99M. The position accounts for 1.88% of the portfolio, ranked #13.

Continental Investors Services first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.66M in Q2 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Continental Investors Services held 2,680 shares of iShares Core S&P 500 ETF worth $1.99M as of Q1 2026.
Continental Investors Services bought 70 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $47.8K.
iShares Core S&P 500 ETF made up 1.88% of Continental Investors Services's portfolio in Q1 2026, its #13 holding.
Continental Investors Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Continental Investors Services's iShares Core S&P 500 ETF position peaked at $4.66M in Q2 2023.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Continental Investors Services's 13F filing for Q1 2026, filed 15 May 2026.