Ironclad Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Ironclad Investments’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	$115M	Sell	153,639 -1,525	-1%	-$1.11M	49.39%	1
2026 Q1	$101M	Hold	155,164	–	–	49.7%	1
2025 Q4	$106M	Sell	155,164 -2,500	-2%	-$1.7M	49.68%	1
2025 Q3	$106M	Sell	157,664 -1,450	-0.9%	-$934K	50.1%	1
2025 Q2	$98.8M	Hold	159,114	–	–	50.33%	1
2025 Q1	$89.4M	Buy	159,114 +16,919	+12%	+$9.99M	50.33%	1
2024 Q4	$83.7M	Sell	142,195 -1,580	-1%	-$935K	48.96%	1
2024 Q3	$82.9M	Hold	143,775	–	–	49.25%	1
2024 Q2	$78.7M	Hold	143,775	–	–	49.27%	1
2024 Q1	$75.6M	Sell	143,775 -5,000	-3%	-$2.5M	48.68%	2
2023 Q4	$71.1M	Buy	+148,775	New	+$66.6M	47.35%	2

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

Ironclad Investments's IVV Position: Q2 2026 in Review

Ironclad Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q2 2026, selling an estimated $1.11M and leaving 153,639 shares worth $115M. The position accounts for 49.39% of the portfolio, ranked #1.

Ironclad Investments first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ironclad Investments held 153,639 shares of iShares Core S&P 500 ETF worth $115M as of Q2 2026.
Ironclad Investments sold 1,525 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.11M.
iShares Core S&P 500 ETF made up 49.39% of Ironclad Investments's portfolio in Q2 2026, its #1 holding.
Ironclad Investments first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ironclad Investments's 13F filing for Q2 2026, filed 14 Aug 2026.