Palisade Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Palisade Asset 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 Q2	$573K	Hold	765	–	–	0.05%	148
2026 Q1	$499K	Buy	765 +76	+11%	+$51.9K	0.05%	148
2025 Q4	$472K	Buy	689 +35	+5%	+$23.8K	0.05%	152
2025 Q3	$438K	Buy	654 +83	+15%	+$53.5K	0.04%	156
2025 Q2	$354K	Buy	571 +78	+16%	+$44.8K	0.04%	165
2025 Q1	$277K	Sell	493 -4	-0.8%	-$2.36K	0.03%	175
2024 Q4	$292K	Sell	497 -44	-8%	-$26K	0.03%	177
2024 Q3	$312K	Sell	541 -34	-6%	-$18.9K	0.03%	172
2024 Q2	$315K	Sell	575 -153	-21%	-$80.5K	0.03%	170
2024 Q1	$383K	Buy	+728	New	+$364K	0.04%	168

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Palisade Asset Management's IVV Position: Q2 2026 in Review

Palisade Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 765 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #148.

Palisade Asset Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 1,400 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Palisade Asset Management held 765 shares of iShares Core S&P 500 ETF worth $573K as of Q2 2026.
Palisade Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.05% of Palisade Asset Management's portfolio in Q2 2026, its #148 holding.
Palisade Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,400 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.