McCollum Christoferson Group’s iShares Core S&P 500 ETF IVV Stock Holding History

McCollum Christoferson Group’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	$255K	Sell	340 -100	-23%	-$72.8K	0.07%	71
2026 Q1	$287K	Sell	440 -165	-27%	-$113K	0.09%	68
2025 Q4	$414K	Hold	605	–	–	0.12%	59
2025 Q3	$405K	Hold	605	–	–	0.12%	58
2025 Q2	$376K	Hold	605	–	–	0.11%	54
2025 Q1	$340K	Hold	605	–	–	0.1%	57
2024 Q4	$356K	Hold	605	–	–	0.11%	56
2024 Q3	$349K	Hold	605	–	–	0.1%	57
2024 Q2	$331K	Buy	605 +50	+9%	+$26.3K	0.1%	56
2024 Q1	$292K	Hold	555	–	–	0.08%	56
2023 Q4	$265K	Sell	555 -45	-8%	-$20.1K	0.08%	55
2023 Q3	$258K	Buy	600 +120	+25%	+$53.7K	0.08%	60
2023 Q2	$214K	Buy	+480	New	+$202K	0.06%	67

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

McCollum Christoferson Group's IVV Position: Q2 2026 in Review

McCollum Christoferson Group reduced its iShares Core S&P 500 ETF (IVV) stake by 23% in Q2 2026, selling an estimated $72.8K and leaving 340 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #71.

McCollum Christoferson Group first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. The position peaked at $414K in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

McCollum Christoferson Group held 340 shares of iShares Core S&P 500 ETF worth $255K as of Q2 2026.
McCollum Christoferson Group sold 100 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.8K.
iShares Core S&P 500 ETF made up 0.07% of McCollum Christoferson Group's portfolio in Q2 2026, its #71 holding.
McCollum Christoferson Group first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
McCollum Christoferson Group's iShares Core S&P 500 ETF position peaked at $414K in Q4 2025.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.