CIG
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Cullen Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Cullen Investment 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
Q2 		$1.04M Buy
1,394
+44
+3% +$32K 0.13% 106
2026
Q1 		$882K Sell
1,350
-103
-7% -$70.3K 0.12% 110
2025
Q4 		$1.01M Sell
1,453
-128
-8% -$86.9K 0.13% 104
2025
Q3 		$1.06M Buy
1,581
+92
+6% +$59.3K 0.14% 96
2025
Q2 		$925K Buy
1,489
+350
+31% +$201K 0.13% 105
2025
Q1 		$640K Buy
1,139
+380
+50% +$224K 0.1% 128
2024
Q4 		$447K Buy
759
+175
+30% +$104K 0.07% 144
2024
Q3 		$337K Buy
584
+196
+51% +$109K 0.05% 146
2024
Q2 		$212K Sell
388
-50
-11% -$26.3K 0.03% 169
2024
Q1 		$228K Buy
+438
New +$219K 0.04% 166

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Cullen Investment Group's IVV Position: Q2 2026 in Review

Cullen Investment Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $32K and bringing the position to 1,394 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #106.

Cullen Investment Group first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cullen Investment Group held 1,394 shares of iShares Core S&P 500 ETF worth $1.04M as of Q2 2026.
  • Cullen Investment Group bought 44 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $32K.
  • iShares Core S&P 500 ETF made up 0.13% of Cullen Investment Group's portfolio in Q2 2026, its #106 holding.
  • Cullen Investment Group first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Cullen Investment Group's iShares Core S&P 500 ETF position peaked at $1.06M in Q3 2025.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.