Corda Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Corda Investment 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
2025 Q1	–	Sell	-1,864	Closed	-$1.1M	–	74
2024 Q4	$1.1M	Sell	1,864 -43	-2%	-$25.5K	0.09%	71
2024 Q3	$1.1M	Buy	+1,907	New	+$1.06M	0.09%	69
2022 Q2	–	Sell	-2,782	Closed	-$1.26M	–	65
2022 Q1	$1.26M	Sell	2,782 -1,010	-27%	-$452K	0.1%	63
2021 Q4	$1.81M	Sell	3,792 -745	-16%	-$343K	0.14%	58
2021 Q3	$1.95M	Sell	4,537 -508	-10%	-$225K	0.17%	56
2021 Q2	$2.17M	Sell	5,045 -60	-1%	-$25.1K	0.19%	54
2021 Q1	$2.03M	Sell	5,105 -1,440	-22%	-$558K	0.18%	53
2020 Q4	$2.46M	Sell	6,545 -465	-7%	-$166K	0.25%	48
2020 Q3	$2.36M	Buy	+7,010	New	+$2.33M	0.26%	48

Other funds holding IVV

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Corda Investment Management's IVV Position: Q1 2025 in Review

Corda Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 1,864 shares — an estimated $1.1M sold.

Corda Investment Management first reported a position in IVV in Q3 2020 and held it in 9 quarters. The position peaked at $2.46M in Q4 2020. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Corda Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Corda Investment Management sold 1,864 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $1.1M.
Corda Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2020 and held it in 9 quarters.
Corda Investment Management's iShares Core S&P 500 ETF position peaked at $2.46M in Q4 2020.
3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Corda Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.