Elm Partners Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Elm Partners Management’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	$11.4M	Buy	15,186 +443	+3%	+$323K	0.41%	28
2026 Q1	$9.36M	Buy	14,743 +133	+0.9%	+$90.8K	0.41%	28
2025 Q4	$10M	Sell	14,610 -90	-0.6%	-$61.1K	0.45%	26
2025 Q3	$9.84M	Buy	14,700 +511	+4%	+$329K	0.49%	24
2025 Q2	$8.81M	Sell	14,189 -12,420	-47%	-$7.13M	0.51%	23
2025 Q1	$15M	Sell	26,609 -11,494	-30%	-$6.79M	0.96%	18
2024 Q4	$22.4M	Sell	38,103 -403	-1%	-$239K	1.53%	14
2024 Q3	$22.2M	Buy	38,506 +1,149	+3%	+$639K	1.59%	16
2024 Q2	$20.4M	Buy	37,357 +386	+1%	+$203K	1.57%	13
2024 Q1	$19.4M	Sell	36,971 -1,215	-3%	-$608K	1.54%	14
2023 Q4	$18.2M	Sell	38,186 -5,365	-12%	-$2.4M	1.66%	14
2023 Q3	$18.7M	Sell	43,551 -2,061	-5%	-$922K	1.93%	13
2023 Q2	$20.3M	Buy	45,612 +30,038	+193%	+$12.7M	2.05%	13
2023 Q1	$6.4M	Sell	15,574 -12,118	-44%	-$4.86M	0.67%	22
2022 Q4	$10.6M	Sell	27,692 -1,742	-6%	-$672K	1.23%	15
2022 Q3	$10.6M	Sell	29,434 -10,931	-27%	-$4.36M	1.42%	14
2022 Q2	$15.3M	Buy	40,365 +2,821	+8%	+$1.16M	2%	13
2022 Q1	$17M	Sell	37,544 -4,884	-12%	-$2.18M	2.15%	13
2021 Q4	$20.2M	Sell	42,428 -566	-1%	-$261K	2.49%	14
2021 Q3	$18.5M	Buy	42,994 +213	+0.5%	+$94.4K	2.47%	12
2021 Q2	$18.4M	Sell	42,781 -5,172	-11%	-$2.17M	2.42%	12
2021 Q1	$19.1M	Sell	47,953 -12,525	-21%	-$4.85M	2.71%	11
2020 Q4	$22.7M	Sell	60,478 -3,467	-5%	-$1.23M	3.39%	10
2020 Q3	$21.5M	Sell	63,945 -6,364	-9%	-$2.12M	3.61%	10
2020 Q2	$21.8M	Sell	70,309 -3,096	-4%	-$909K	3.89%	9
2020 Q1	$19M	Sell	73,405 -189,206	-72%	-$58M	4.17%	10
2019 Q4	$78.4M	Sell	262,611 -1,136	-0.4%	-$352K	17.17%	1
2019 Q3	$78.7M	Buy	263,747 +79,868	+43%	+$23.7M	17.83%	1
2019 Q2	$54.2M	Buy	183,879 +35,506	+24%	+$10.3M	12.13%	1
2019 Q1	$42.2M	Buy	148,373 +92,924	+168%	+$25.4M	11.3%	1
2018 Q4	$13.8M	Buy	+55,449	New	+$15.1M	4.77%	6

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

Elm Partners Management's IVV Position: Q2 2026 in Review

Elm Partners Management increased its iShares Core S&P 500 ETF (IVV) stake by 3% in Q2 2026, buying an estimated $323K and bringing the position to 15,186 shares worth $11.4M. The position accounts for 0.41% of the portfolio, ranked #28.

Elm Partners Management first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $78.7M in Q3 2019. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Elm Partners Management held 15,186 shares of iShares Core S&P 500 ETF worth $11.4M as of Q2 2026.
Elm Partners Management bought 443 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $323K.
iShares Core S&P 500 ETF made up 0.41% of Elm Partners Management's portfolio in Q2 2026, its #28 holding.
Elm Partners Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
Elm Partners Management's iShares Core S&P 500 ETF position peaked at $78.7M in Q3 2019.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.