Northstar Financial Companies’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Northstar Financial Companies's IVV Position: Q1 2026 in Review
Northstar Financial Companies reduced its iShares Core S&P 500 ETF (IVV) stake by 62% in Q1 2026, selling an estimated $457K and leaving 405 shares worth $265K. The position accounts for 0.21% of the portfolio, ranked #88.
Northstar Financial Companies first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $736K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Northstar Financial Companies held 405 shares of iShares Core S&P 500 ETF worth $265K as of Q1 2026.
- Northstar Financial Companies sold 669 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $457K.
- iShares Core S&P 500 ETF made up 0.21% of Northstar Financial Companies's portfolio in Q1 2026, its #88 holding.
- Northstar Financial Companies first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
- Northstar Financial Companies's iShares Core S&P 500 ETF position peaked at $736K in Q4 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Northstar Financial Companies's 13F filing for Q1 2026, filed 5 May 2026.