Cromwell Holdings’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.05M Buy
+6,740
New +$4.91M 2.27% 7
2025
Q4
Sell
-7,335
Closed -$4.91M 1026
2025
Q3
$4.91M Buy
+7,335
New +$4.72M 2.62% 5
2025
Q2
Sell
-8,100
Closed -$4.55M 1016
2025
Q1
$4.55M Buy
+8,100
New +$4.78M 2.93% 5

Other funds holding IVV

Cromwell Holdings's IVV Position: Q2 2026 in Review

Cromwell Holdings opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 6,740 shares worth $5.05M. The stake represents 2.27% of the portfolio and ranks #7 among its holdings. This is a return to the name: Cromwell Holdings previously reported a position in IVV as recently as Q3 2025.

Cromwell Holdings first reported a position in IVV in Q1 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cromwell Holdings held 6,740 shares of iShares Core S&P 500 ETF worth $5.05M as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Cromwell Holdings position in Q2 2026.
  • iShares Core S&P 500 ETF made up 2.27% of Cromwell Holdings's portfolio in Q2 2026, its #7 holding.
  • Cromwell Holdings first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 3 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.