Natural Investments’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
$1.06M Buy
1,420
+956
+206% +$696K 0.23% 87
2026
Q1
$303K Hold
464
0.07% 220
2025
Q4
$317K Buy
+464
New +$315K 0.08% 214
2025
Q3
Sell
-464
Closed -$288K 264
2025
Q2
$288K Buy
464
+76
+20% +$43.6K 0.07% 203
2025
Q1
$218K Hold
388
0.06% 226
2024
Q4
$228K Buy
+388
New +$230K 0.06% 219

Other funds holding IVV

Natural Investments's IVV Position: Q2 2026 in Review

Natural Investments increased its iShares Core S&P 500 ETF (IVV) stake by 206% in Q2 2026, buying an estimated $696K and bringing the position to 1,420 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #87.

Natural Investments first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Natural Investments held 1,420 shares of iShares Core S&P 500 ETF worth $1.06M as of Q2 2026.
  • Natural Investments bought 956 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $696K.
  • iShares Core S&P 500 ETF made up 0.23% of Natural Investments's portfolio in Q2 2026, its #87 holding.
  • Natural Investments first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.