Nordwand Advisors’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
$19.1M Buy
25,546
+678
+3% +$494K 2.93% 4
2026
Q1
$16.2M Buy
24,868
+1,200
+5% +$819K 2.84% 4
2025
Q4
$16.2M Buy
23,668
+4,095
+21% +$2.78M 2.83% 4
2025
Q3
$13.1M Buy
19,573
+6,090
+45% +$3.92M 2.08% 8
2025
Q2
$8.37M Buy
13,483
+12,669
+1,556% +$7.27M 1.31% 17
2025
Q1
$457K Sell
814
-71
-8% -$41.9K 0.17% 21
2024
Q4
$521K Hold
885
0.21% 16
2024
Q3
$510K Hold
885
0.14% 16
2024
Q2
$484K Hold
885
0.21% 16
2024
Q1
$465K Buy
885
+245
+38% +$123K 0.18% 38
2023
Q4
$306K Buy
640
+151
+31% +$67.6K 0.08% 40
2023
Q3
$210K Hold
489
0.04% 38
2023
Q2
$218K Buy
489
+245
+100% +$103K 0.04% 40
2023
Q1
$100K Buy
+244
New +$97.8K 0.02% 50

Other funds holding IVV

Nordwand Advisors's IVV Position: Q2 2026 in Review

Nordwand Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, buying an estimated $494K and bringing the position to 25,546 shares worth $19.1M. The position accounts for 2.93% of the portfolio, ranked #4.

Nordwand Advisors first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Nordwand Advisors held 25,546 shares of iShares Core S&P 500 ETF worth $19.1M as of Q2 2026.
  • Nordwand Advisors bought 678 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $494K.
  • iShares Core S&P 500 ETF made up 2.93% of Nordwand Advisors's portfolio in Q2 2026, its #4 holding.
  • Nordwand Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.