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

Palisade Capital 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 		$4.62M Sell
7,066
-5,102
-42% -$3.48M 0.15% 156
2025
Q4 		$8.33M Buy
12,168
+6,241
+105% +$4.24M 0.25% 113
2025
Q3 		$3.97M Buy
5,927
+101
+2% +$65K 0.11% 189
2025
Q2 		$3.62M Buy
5,826
+189
+3% +$109K 0.1% 186
2025
Q1 		$3.17M Buy
5,637
+416
+8% +$246K 0.09% 195
2024
Q4 		$3.07M Buy
5,221
+1,755
+51% +$1.04M 0.08% 197
2024
Q3 		$2M Buy
3,466
+76
+2% +$42.3K 0.05% 242
2024
Q2 		$1.86M Buy
3,390
+264
+8% +$139K 0.05% 249
2024
Q1 		$1.64M Buy
3,126
+287
+10% +$144K 0.04% 249
2023
Q4 		$1.36M Buy
2,839
+155
+6% +$69.4K 0.04% 273
2023
Q3 		$1.15M Buy
2,684
+350
+15% +$157K 0.03% 281
2023
Q2 		$1.04M Buy
2,334
+206
+10% +$86.8K 0.03% 297
2023
Q1 		$875K Buy
2,128
+162
+8% +$64.9K 0.02% 326
2022
Q4 		$756K Sell
1,966
-491
-20% -$189K 0.02% 343
2022
Q3 		$881K Buy
2,457
+337
+16% +$135K 0.03% 340
2022
Q2 		$804K Buy
2,120
+6
+0.3% +$2.47K 0.02% 358
2022
Q1 		$959K Sell
2,114
-473
-18% -$212K 0.02% 343
2021
Q4 		$1.23M Sell
2,587
-71
-3% -$32.7K 0.03% 346
2021
Q3 		$1.15M Buy
2,658
+37
+1% +$16.4K 0.03% 327
2021
Q2 		$1.13M Sell
2,621
-29
-1% -$12.1K 0.03% 324
2021
Q1 		$1.05M Buy
2,650
+441
+20% +$171K 0.02% 310
2020
Q4 		$829K Buy
2,209
+606
+38% +$216K 0.02% 314
2020
Q3 		$539K Buy
1,603
+194
+14% +$64.6K 0.02% 334
2020
Q2 		$436K Buy
1,409
+86
+7% +$25.3K 0.01% 340
2020
Q1 		$342K Buy
+1,323
New +$405K 0.01% 368

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

Palisade Capital Management's IVV Position: Q1 2026 in Review

Palisade Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 42% in Q1 2026, selling an estimated $3.48M and leaving 7,066 shares worth $4.62M. The position accounts for 0.15% of the portfolio, ranked #156.

Palisade Capital Management first reported a position in IVV in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.33M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Palisade Capital Management held 7,066 shares of iShares Core S&P 500 ETF worth $4.62M as of Q1 2026.
  • Palisade Capital Management sold 5,102 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.48M.
  • iShares Core S&P 500 ETF made up 0.15% of Palisade Capital Management's portfolio in Q1 2026, its #156 holding.
  • Palisade Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • Palisade Capital Management's iShares Core S&P 500 ETF position peaked at $8.33M in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.