QCIG
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Quad-Cities Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Quad-Cities Investment 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
Q2 		$5.76M Sell
7,694
-281
-4% -$205K 2.07% 12
2026
Q1 		$5.21M Sell
7,975
-124
-2% -$84.7K 2.08% 11
2025
Q4 		$5.55M Sell
8,099
-522
-6% -$354K 2.29% 10
2025
Q3 		$5.77M Sell
8,621
-221
-2% -$142K 2.46% 8
2025
Q2 		$5.49M Sell
8,842
-230
-3% -$132K 2.49% 9
2025
Q1 		$5.1M Sell
9,072
-352
-4% -$208K 2.51% 8
2024
Q4 		$5.55M Sell
9,424
-356
-4% -$211K 2.72% 8
2024
Q3 		$5.64M Sell
9,780
-282
-3% -$157K 2.83% 7
2024
Q2 		$5.51M Sell
10,062
-128
-1% -$67.3K 3.05% 4
2024
Q1 		$5.36M Sell
10,190
-353
-3% -$177K 3.13% 4
2023
Q4 		$5.02M Buy
10,543
+41
+0.4% +$18.4K 3.11% 4
2023
Q3 		$4.51M Buy
10,502
+1,339
+15% +$599K 3.03% 3
2023
Q2 		$4.08M Buy
9,163
+776
+9% +$327K 2.67% 3
2023
Q1 		$3.45M Sell
8,387
-228
-3% -$91.4K 2.39% 6
2022
Q4 		$3.31M Buy
8,615
+434
+5% +$167K 2.44% 5
2022
Q3 		$2.93M Buy
8,181
+716
+10% +$286K 2.28% 7
2022
Q2 		$2.83M Buy
7,465
+928
+14% +$382K 2.1% 8
2022
Q1 		$2.97M Buy
6,537
+658
+11% +$294K 1.9% 11
2021
Q4 		$2.8M Buy
5,879
+479
+9% +$221K 1.75% 8
2021
Q3 		$2.33M Buy
5,400
+188
+4% +$83.3K 1.63% 12
2021
Q2 		$2.24M Buy
5,212
+1,160
+29% +$486K 1.52% 14
2021
Q1 		$1.61M Buy
4,052
+796
+24% +$308K 1.22% 20
2020
Q4 		$1.22M Buy
3,256
+112
+4% +$39.9K 1% 24
2020
Q3 		$1.06M Buy
3,144
+284
+10% +$94.5K 1.01% 24
2020
Q2 		$886K Buy
2,860
+779
+37% +$229K 0.91% 26
2020
Q1 		$538K Buy
2,081
+218
+12% +$66.8K 0.69% 37
2019
Q4 		$601K Buy
1,863
+144
+8% +$44.6K 0.57% 52
2019
Q3 		$513K Buy
1,719
+131
+8% +$38.9K 0.43% 54
2019
Q2 		$468K Buy
1,588
+316
+25% +$91.6K 0.41% 58
2019
Q1 		$359K Buy
1,272
+533
+72% +$146K 0.33% 76
2018
Q4 		$187K Buy
739
+180
+32% +$48.9K 0.19% 115
2018
Q3 		$163K Buy
559
+170
+44% +$48.8K 0.14% 156
2018
Q2 		$106K Buy
+389
New +$106K 0.1% 208

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Quad-Cities Investment Group's IVV Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q2 2026, selling an estimated $205K and leaving 7,694 shares worth $5.76M. The position accounts for 2.07% of the portfolio, ranked #12.

Quad-Cities Investment Group first reported a position in IVV in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.77M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Quad-Cities Investment Group held 7,694 shares of iShares Core S&P 500 ETF worth $5.76M as of Q2 2026.
  • Quad-Cities Investment Group sold 281 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $205K.
  • iShares Core S&P 500 ETF made up 2.07% of Quad-Cities Investment Group's portfolio in Q2 2026, its #12 holding.
  • Quad-Cities Investment Group first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
  • Quad-Cities Investment Group's iShares Core S&P 500 ETF position peaked at $5.77M in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.