Everstar Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Everstar Asset Management's IVV Position: Q2 2026 in Review
Everstar Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $70.6K and leaving 743 shares worth $556K. The position accounts for 0.27% of the portfolio, ranked #110.
Everstar Asset Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $663K in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Everstar Asset Management held 743 shares of iShares Core S&P 500 ETF worth $556K as of Q2 2026.
- Everstar Asset Management sold 97 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $70.6K.
- iShares Core S&P 500 ETF made up 0.27% of Everstar Asset Management's portfolio in Q2 2026, its #110 holding.
- Everstar Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
- Everstar Asset Management's iShares Core S&P 500 ETF position peaked at $663K in Q3 2025.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.