Culbertson A N & Co’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 | $932K | Sell |
1,245
-50
| -4% | -$36.4K | 0.11% | 104 |
|
|
2026
Q1 | $846K | Sell |
1,295
-95
| -7% | -$64.9K | 0.11% | 99 |
|
|
2025
Q4 | $952K | Sell |
1,390
-10
| -0.7% | -$6.79K | 0.13% | 92 |
|
|
2025
Q3 | $937K | Sell |
1,400
-20
| -1% | -$12.9K | 0.13% | 93 |
|
|
2025
Q2 | $882K | Buy |
1,420
+16
| +1% | +$9.19K | 0.14% | 91 |
|
|
2025
Q1 | $789K | Sell |
1,404
-46
| -3% | -$27.2K | 0.13% | 94 |
|
|
2024
Q4 | $854K | Sell |
1,450
-91
| -6% | -$53.9K | 0.14% | 94 |
|
|
2024
Q3 | $889K | Sell |
1,541
-40
| -3% | -$22.2K | 0.14% | 94 |
|
|
2024
Q2 | $865K | Sell |
1,581
-10
| -0.6% | -$5.26K | 0.15% | 92 |
|
|
2024
Q1 | $836K | Sell |
1,591
-50
| -3% | -$25K | 0.14% | 91 |
|
|
2023
Q4 | $784K | Sell |
1,641
-35
| -2% | -$15.7K | 0.15% | 90 |
|
|
2023
Q3 | $720K | Sell |
1,676
-10
| -0.6% | -$4.47K | 0.14% | 90 |
|
|
2023
Q2 | $751K | Sell |
1,686
-45
| -3% | -$19K | 0.15% | 92 |
|
|
2023
Q1 | $712K | Hold |
1,731
| – | – | 0.15% | 90 |
|
|
2022
Q4 | $665K | Buy |
1,731
+446
| +35% | +$172K | 0.14% | 90 |
|
|
2022
Q3 | $460K | Hold |
1,285
| – | – | 0.11% | 97 |
|
|
2022
Q2 | $487K | Hold |
1,285
| – | – | 0.11% | 101 |
|
|
2022
Q1 | $582K | Hold |
1,285
| – | – | 0.11% | 99 |
|
|
2021
Q4 | $612K | Hold |
1,285
| – | – | 0.12% | 98 |
|
|
2021
Q3 | $553K | Hold |
1,285
| – | – | 0.11% | 96 |
|
|
2021
Q2 | $552K | Hold |
1,285
| – | – | 0.12% | 97 |
|
|
2021
Q1 | $511K | Sell |
1,285
-10
| -0.8% | -$3.87K | 0.11% | 95 |
|
|
2020
Q4 | $486K | Sell |
1,295
-265
| -17% | -$94.3K | 0.12% | 95 |
|
|
2020
Q3 | $524K | Sell |
1,560
-13
| -0.8% | -$4.33K | 0.14% | 90 |
|
|
2020
Q2 | $487K | Hold |
1,573
| – | – | 0.13% | 90 |
|
|
2020
Q1 | $406K | Hold |
1,573
| – | – | 0.13% | 89 |
|
|
2019
Q4 | $508K | Buy |
1,573
+45
| +3% | +$13.9K | 0.13% | 90 |
|
|
2019
Q3 | $456K | Buy |
1,528
+225
| +17% | +$66.9K | 0.12% | 94 |
|
|
2019
Q2 | $384K | Hold |
1,303
| – | – | 0.11% | 97 |
|
|
2019
Q1 | $371K | Buy |
1,303
+20
| +2% | +$5.47K | 0.11% | 97 |
|
|
2018
Q4 | $323K | Sell |
1,283
-401
| -24% | -$109K | 0.1% | 99 |
|
|
2018
Q3 | $493K | Buy |
1,684
+51
| +3% | +$14.6K | 0.13% | 93 |
|
|
2018
Q2 | $446K | Hold |
1,633
| – | – | 0.13% | 88 |
|
|
2018
Q1 | $433K | Buy |
1,633
+500
| +44% | +$138K | 0.13% | 88 |
|
|
2017
Q4 | $305K | Buy |
+1,133
| New | +$297K | 0.09% | 94 |
|
Other funds holding IVV
AG
PAS
JIC
NFA
Culbertson A N & Co's IVV Position: Q2 2026 in Review
Culbertson A N & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q2 2026, selling an estimated $36.4K and leaving 1,245 shares worth $932K. The position accounts for 0.11% of the portfolio, ranked #104.
Culbertson A N & Co first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $952K in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Culbertson A N & Co held 1,245 shares of iShares Core S&P 500 ETF worth $932K as of Q2 2026.
- Culbertson A N & Co sold 50 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $36.4K.
- iShares Core S&P 500 ETF made up 0.11% of Culbertson A N & Co's portfolio in Q2 2026, its #104 holding.
- Culbertson A N & Co first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- Culbertson A N & Co's iShares Core S&P 500 ETF position peaked at $952K in Q4 2025.
- 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.