Corundum Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Corundum Group’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	–	Sell	-1,618	Closed	-$1.11M	–	112
2025 Q4	$1.11M	Buy	+1,618	New	+$1.1M	0.37%	54
2025 Q1	–	Sell	-2,960	Closed	-$1.74M	–	99
2024 Q4	$1.74M	Buy	+2,960	New	+$1.75M	0.65%	43
2024 Q1	–	Sell	-2,228	Closed	-$1.06M	–	99
2023 Q4	$1.06M	Buy	+2,228	New	+$997K	0.53%	39
2022 Q4	–	Sell	-645	Closed	-$231K	–	105
2022 Q3	$231K	Sell	645 -1	-0.2%	-$399	0.15%	96
2022 Q2	$245K	Hold	646	–	–	0.17%	85
2022 Q1	$293K	Sell	646 -1,237	-66%	-$553K	0.27%	86
2021 Q4	$898K	Buy	1,883 +1,233	+190%	+$568K	0.58%	32
2021 Q3	$280K	Buy	650 +123	+23%	+$54.5K	0.21%	82
2021 Q2	$227K	Hold	527	–	–	0.15%	92
2021 Q1	$210K	Buy	+527	New	+$204K	0.16%	86
2020 Q3	–	Sell	-875	Closed	-$271K	–	86
2020 Q2	$271K	Hold	875	–	–	0.33%	38
2020 Q1	$226K	Hold	875	–	–	0.32%	44
2019 Q4	$283K	Hold	875	–	–	0.3%	48
2019 Q3	$261K	Hold	875	–	–	0.3%	47
2019 Q2	$258K	Hold	875	–	–	0.3%	44
2019 Q1	$249K	Sell	875 -10,155	-92%	-$2.78M	0.28%	43
2018 Q4	$2.77M	Buy	+11,030	New	+$3M	2.55%	11
2018 Q2	$239K	Hold	875	–	–	0.29%	40
2018 Q1	$232K	Hold	875	–	–	0.25%	43
2017 Q4	$235K	Hold	875	–	–	0.25%	40
2017 Q3	$221K	Buy	+875	New	+$217K	0.23%	45

Other funds holding IVV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Corundum Group's IVV Position: Q1 2026 in Review

Corundum Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 1,618 shares — an estimated $1.11M sold.

Corundum Group first reported a position in IVV in Q3 2017 and held it in 21 quarters. The position peaked at $2.77M in Q4 2018. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Corundum Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Corundum Group sold 1,618 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.11M.
Corundum Group first reported a position in iShares Core S&P 500 ETF in Q3 2017 and held it in 21 quarters.
Corundum Group's iShares Core S&P 500 ETF position peaked at $2.77M in Q4 2018.
3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Corundum Group's 13F filing for Q1 2026, filed 20 Apr 2026.