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

Cordatus 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 Q2	$353K	Buy	472 +25	+6%	+$18.2K	0.08%	136
2026 Q1	$292K	Hold	447	–	–	0.07%	145
2025 Q4	$306K	Sell	447 -1,000	-69%	-$679K	0.07%	139
2025 Q3	$968K	Sell	1,447 -18,259	-93%	-$11.8M	0.23%	78
2025 Q2	$12.2M	Buy	+19,706	New	+$11.3M	3.01%	6
2022 Q4	–	Sell	-9,951	Closed	-$3.57M	–	68
2022 Q3	$3.57M	Buy	+9,951	New	+$3.97M	3.76%	4

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

Cordatus Wealth Management's IVV Position: Q2 2026 in Review

Cordatus Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.6% in Q2 2026, buying an estimated $18.2K and bringing the position to 472 shares worth $353K. The position accounts for 0.08% of the portfolio, ranked #136.

Cordatus Wealth Management first reported a position in IVV in Q3 2022 and has held it in 6 quarters since. The position peaked at $12.2M in Q2 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cordatus Wealth Management held 472 shares of iShares Core S&P 500 ETF worth $353K as of Q2 2026.
Cordatus Wealth Management bought 25 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.2K.
iShares Core S&P 500 ETF made up 0.08% of Cordatus Wealth Management's portfolio in Q2 2026, its #136 holding.
Cordatus Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 6 quarters since.
Cordatus Wealth Management's iShares Core S&P 500 ETF position peaked at $12.2M in Q2 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.