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

Norden 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
Q1 		$6.8M Sell
10,413
-226
-2% -$154K 0.65% 30
2025
Q4 		$7.29M Sell
10,639
-1,285
-11% -$873K 0.71% 25
2025
Q3 		$7.98M Sell
11,924
-52
-0.4% -$33.5K 0.81% 19
2025
Q2 		$7.44M Sell
11,976
-336
-3% -$193K 0.81% 20
2025
Q1 		$6.92M Buy
12,312
+272
+2% +$161K 0.8% 16
2024
Q4 		$7.09M Buy
12,040
+707
+6% +$418K 0.8% 22
2024
Q3 		$6.54M Buy
11,333
+9,294
+456% +$5.17M 0.77% 25
2024
Q2 		$1.12M Buy
2,039
+115
+6% +$60.5K 0.23% 96
2024
Q1 		$1.01M Buy
+1,924
New +$963K 0.21% 112

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

Norden Group's IVV Position: Q1 2026 in Review

Norden Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q1 2026, selling an estimated $154K and leaving 10,413 shares worth $6.8M. The position accounts for 0.65% of the portfolio, ranked #30.

Norden Group first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.98M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Norden Group held 10,413 shares of iShares Core S&P 500 ETF worth $6.8M as of Q1 2026.
  • Norden Group sold 226 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $154K.
  • iShares Core S&P 500 ETF made up 0.65% of Norden Group's portfolio in Q1 2026, its #30 holding.
  • Norden Group first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • Norden Group's iShares Core S&P 500 ETF position peaked at $7.98M in Q3 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.