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

Corundum Trust Company’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	$2.48M	Hold	3,306	–	–	6.61%	5
2026 Q1	$2.16M	Buy	3,306 +363	+12%	+$248K	4.93%	5
2025 Q4	$2.02M	Sell	2,943 -14	-0.5%	-$9.51K	4.59%	6
2025 Q3	$1.98M	Hold	2,957	–	–	4.29%	6
2025 Q2	$1.84M	Hold	2,957	–	–	4.85%	6
2025 Q1	$1.66M	Hold	2,957	–	–	4.79%	6
2024 Q4	$1.74M	Hold	2,957	–	–	5.23%	7
2024 Q3	$1.71M	Sell	2,957 -647	-18%	-$360K	4.7%	7
2024 Q2	$1.97M	Buy	+3,604	New	+$1.9M	5.74%	6
2023 Q3	$1.77M	Sell	4,104 -1,233	-23%	-$552K	5.28%	7
2023 Q2	$2.38M	Buy	+5,337	New	+$2.25M	6.5%	6

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Corundum Trust Company's IVV Position: Q2 2026 in Review

Corundum Trust Company held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 3,306 shares worth $2.48M. The position accounts for 6.61% of the portfolio, ranked #5.

Corundum Trust Company first reported a position in IVV in Q2 2023 and has held it in 11 quarters since. 2,180 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Corundum Trust Company held 3,306 shares of iShares Core S&P 500 ETF worth $2.48M as of Q2 2026.
Corundum Trust Company left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 6.61% of Corundum Trust Company's portfolio in Q2 2026, its #5 holding.
Corundum Trust Company first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 11 quarters since.
2,180 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Corundum Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.