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

Nicollet Investment Management’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
Q1 		$970K Hold
1,485
– – 0.33% 56
2025
Q4 		$1.02M Buy
1,485
+5
+0.3% +$3.4K 0.32% 54
2025
Q3 		$991K Buy
1,480
+15
+1% +$9.66K 0.32% 51
2025
Q2 		$910K Hold
1,465
– – 0.3% 52
2025
Q1 		$823K Buy
1,465
+534
+57% +$315K 0.29% 53
2024
Q4 		$548K Hold
931
– – 0.19% 60
2024
Q3 		$537K Hold
931
– – 0.19% 62
2024
Q2 		$510K Buy
931
+13
+1% +$6.84K 0.19% 60
2024
Q1 		$483K Buy
918
+8
+0.9% +$4K 0.18% 61
2023
Q4 		$435K Hold
910
– – 0.18% 56
2023
Q3 		$391K Sell
910
-20
-2% -$8.95K 0.18% 56
2023
Q2 		$415K Hold
930
– – 0.18% 54
2023
Q1 		$382K Buy
+930
New +$373K 0.2% 54
2022
Q2 		– Sell
-503
Closed -$228K – 61
2022
Q1 		$228K Sell
503
-221
-31% -$98.8K 0.1% 57
2021
Q4 		$345K Buy
724
+5
+0.7% +$2.3K 0.14% 55
2021
Q3 		$310K Sell
719
-1,675
-70% -$742K 0.13% 58
2021
Q2 		$1.03M Buy
2,394
+14
+0.6% +$5.87K 0.42% 46
2021
Q1 		$947K Hold
2,380
– – 0.42% 47
2020
Q4 		$893K Sell
2,380
-82
-3% -$29.2K 0.4% 45
2020
Q3 		$828K Buy
2,462
+10
+0.4% +$3.33K 0.42% 42
2020
Q2 		$759K Buy
2,452
+4
+0.2% +$1.17K 0.42% 42
2020
Q1 		$632K Hold
2,448
– – 0.47% 39
2019
Q4 		$791 Buy
2,448
+88
+4% +$27.2K 0.37% 48
2019
Q3 		$705K Hold
2,360
– – 0.45% 48
2019
Q2 		$696K Sell
2,360
-1,496
-39% -$434K 0.44% 48
2019
Q1 		$1.1M Buy
3,856
+21
+0.5% +$5.74K 0.72% 42
2018
Q4 		$965K Buy
3,835
+29
+0.8% +$7.88K 0.76% 41
2018
Q3 		$1.11M Buy
3,806
+18
+0.5% +$5.16K 0.73% 42
2018
Q2 		$1.03M Sell
3,788
-548
-13% -$149K 0.75% 40
2018
Q1 		$1.15M Buy
4,336
+395
+10% +$109K 0.89% 38
2017
Q4 		$1.06M Buy
+3,941
New +$1.03M 0.87% 37

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Nicollet Investment Management's IVV Position: Q1 2026 in Review

Nicollet Investment Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,485 shares worth $970K. The position accounts for 0.33% of the portfolio, ranked #56.

Nicollet Investment Management first reported a position in IVV in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.15M in Q1 2018. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Nicollet Investment Management held 1,485 shares of iShares Core S&P 500 ETF worth $970K as of Q1 2026.
  • Nicollet Investment Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.33% of Nicollet Investment Management's portfolio in Q1 2026, its #56 holding.
  • Nicollet Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 31 quarters since.
  • Nicollet Investment Management's iShares Core S&P 500 ETF position peaked at $1.15M in Q1 2018.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Nicollet Investment Management's 13F filing for Q1 2026, filed 13 May 2026.