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Crestmont Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Crestmont Private Wealth’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 		$68.3M Sell
91,163
-1,282
-1% -$934K 19.15% 1
2026
Q1 		$60.4M Sell
92,445
-1,676
-2% -$1.14M 19.03% 2
2025
Q4 		$64.5M Sell
94,121
-3,473
-4% -$2.36M 20.95% 1
2025
Q3 		$65.3M Sell
97,594
-1,659
-2% -$1.07M 21.58% 1
2025
Q2 		$61.6M Sell
99,253
-1,888
-2% -$1.08M 22.28% 1
2025
Q1 		$56.8M Sell
101,141
-854
-0.8% -$504K 24.6% 1
2024
Q4 		$60M Buy
101,995
+1,419
+1% +$840K 27.01% 1
2024
Q3 		$58M Buy
100,576
+3,026
+3% +$1.68M 25.35% 1
2024
Q2 		$53.4M Sell
97,550
-6,082
-6% -$3.2M 25.72% 1
2024
Q1 		$54.5M Sell
103,632
-7,602
-7% -$3.8M 27.03% 1
2023
Q4 		$53.1M Buy
111,234
+6,578
+6% +$2.94M 27.03% 1
2023
Q3 		$44.9M Buy
104,656
+2,778
+3% +$1.24M 27.49% 1
2023
Q2 		$45.4M Buy
101,878
+5,614
+6% +$2.37M 26.62% 1
2023
Q1 		$39.6M Sell
96,264
-479
-0.5% -$192K 25.87% 1
2022
Q4 		$37.2M Buy
96,743
+441
+0.5% +$170K 25.43% 1
2022
Q3 		$34.5M Buy
96,302
+4,859
+5% +$1.94M 26.19% 1
2022
Q2 		$34.7M Buy
91,443
+4,147
+5% +$1.71M 34.35% 1
2022
Q1 		$39.6M Buy
87,296
+2,279
+3% +$1.02M 37.56% 1
2021
Q4 		$40.6M Buy
+85,017
New +$39.2M 38.4% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Crestmont Private Wealth's IVV Position: Q2 2026 in Review

Crestmont Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, selling an estimated $934K and leaving 91,163 shares worth $68.3M. The position accounts for 19.15% of the portfolio, ranked #1.

Crestmont Private Wealth first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Crestmont Private Wealth held 91,163 shares of iShares Core S&P 500 ETF worth $68.3M as of Q2 2026.
  • Crestmont Private Wealth sold 1,282 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $934K.
  • iShares Core S&P 500 ETF made up 19.15% of Crestmont Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Crestmont Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.