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Glenorchy Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Glenorchy Capital’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 		– Sell
-1,118
Closed -$730K – 67
2026
Q1 		$730K Hold
1,118
– – 0.04% 61
2025
Q4 		$766K Hold
1,118
– – 0.05% 53
2025
Q3 		$748K Hold
1,118
– – 0.11% 52
2025
Q2 		$694K Hold
1,118
– – 0.1% 50
2025
Q1 		$628K Hold
1,118
– – 0.39% 49
2024
Q4 		$658K Hold
1,118
– – 0.39% 49
2024
Q3 		$645K Hold
1,118
– – 0.2% 57
2024
Q2 		$612K Buy
+1,118
New +$588K 0.19% 52

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Glenorchy Capital's IVV Position: Q2 2026 in Review

Glenorchy Capital sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 1,118 shares — an estimated $730K sold.

Glenorchy Capital first reported a position in IVV in Q2 2024 and held it in 8 quarters. The position peaked at $766K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Glenorchy Capital reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Glenorchy Capital sold 1,118 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $730K.
  • Glenorchy Capital first reported a position in iShares Core S&P 500 ETF in Q2 2024 and held it in 8 quarters.
  • Glenorchy Capital's iShares Core S&P 500 ETF position peaked at $766K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Glenorchy Capital's 13F filing for Q2 2026, filed 29 Jul 2026.