Dravo Bay’s iShares Core S&P 500 ETF IVV Stock Holding History

Dravo Bay’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	$470K	Sell	627 -240	-28%	-$175K	0.16%	33
2026 Q1	$566K	Sell	867 -46	-5%	-$31.4K	0.23%	33
2025 Q4	$625K	Buy	913 +239	+35%	+$162K	0.26%	31
2025 Q3	$451K	Hold	674	–	–	0.2%	34
2025 Q2	$418K	Hold	674	–	–	0.2%	34
2025 Q1	$379K	Sell	674 -2	-0.3%	-$1.18K	0.2%	34
2024 Q4	$398K	Buy	+676	New	+$400K	0.19%	39
2022 Q2	–	Sell	-44	Closed	-$20K	–	101
2022 Q1	$20K	Buy	+44	New	+$19.7K	0.02%	79

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Dravo Bay's IVV Position: Q2 2026 in Review

Dravo Bay reduced its iShares Core S&P 500 ETF (IVV) stake by 28% in Q2 2026, selling an estimated $175K and leaving 627 shares worth $470K. The position accounts for 0.16% of the portfolio, ranked #33.

Dravo Bay first reported a position in IVV in Q1 2022 and has held it in 8 quarters since. The position peaked at $625K in Q4 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Dravo Bay held 627 shares of iShares Core S&P 500 ETF worth $470K as of Q2 2026.
Dravo Bay sold 240 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $175K.
iShares Core S&P 500 ETF made up 0.16% of Dravo Bay's portfolio in Q2 2026, its #33 holding.
Dravo Bay first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 8 quarters since.
Dravo Bay's iShares Core S&P 500 ETF position peaked at $625K in Q4 2025.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Dravo Bay's 13F filing for Q2 2026, filed 11 Aug 2026.