Investment Management Corporation’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11M Buy
14,716
+51
+0.3% +$37.1K 9.2% 3
2026
Q1
$9.58M Sell
14,665
-97
-0.7% -$66.2K 8.23% 5
2025
Q4
$10.1M Sell
14,762
-1
-0% -$679 8.48% 4
2025
Q3
$9.88M Buy
14,763
+96
+0.7% +$61.8K 8.49% 4
2025
Q2
$9.11M Sell
14,667
-86
-0.6% -$49.4K 8.26% 5
2025
Q1
$8.29M Sell
14,753
-121
-0.8% -$71.5K 7.47% 5
2024
Q4
$8.76M Buy
+14,874
New +$8.8M 7.84% 5

Other funds holding IVV

Investment Management Corporation's IVV Position: Q2 2026 in Review

Investment Management Corporation increased its iShares Core S&P 500 ETF (IVV) stake by 0.35% in Q2 2026, buying an estimated $37.1K and bringing the position to 14,716 shares worth $11M. The position accounts for 9.2% of the portfolio, ranked #3.

Investment Management Corporation first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Investment Management Corporation held 14,716 shares of iShares Core S&P 500 ETF worth $11M as of Q2 2026.
  • Investment Management Corporation bought 51 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $37.1K.
  • iShares Core S&P 500 ETF made up 9.2% of Investment Management Corporation's portfolio in Q2 2026, its #3 holding.
  • Investment Management Corporation first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Investment Management Corporation's 13F filing for Q2 2026, filed 22 Jul 2026.