Nest 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
$2.63M Buy
3,515
+506
+17% +$368K 2% 13
2026
Q1
$1.97M Buy
3,009
+490
+19% +$335K 1.6% 13
2025
Q4
$1.73M Buy
+2,519
New +$1.71M 1.44% 14

Other funds holding IVV

Nest Investments's IVV Position: Q2 2026 in Review

Nest Investments increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, buying an estimated $368K and bringing the position to 3,515 shares worth $2.63M. The position accounts for 2% of the portfolio, ranked #13.

Nest Investments first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,079 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Nest Investments held 3,515 shares of iShares Core S&P 500 ETF worth $2.63M as of Q2 2026.
  • Nest Investments bought 506 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $368K.
  • iShares Core S&P 500 ETF made up 2% of Nest Investments's portfolio in Q2 2026, its #13 holding.
  • Nest Investments first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,079 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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