Shelter Insurance Retirement Plan’s iShares Core S&P 500 ETF IVV Stock Holding History

Shelter Insurance Retirement Plan’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	$60M	Hold	80,061	–	–	59.55%	1
2026 Q1	$52.3M	Hold	80,061	–	–	58.22%	1
2025 Q4	$54.8M	Hold	80,061	–	–	59.26%	1
2025 Q3	$53.6M	Hold	80,061	–	–	59.23%	1
2025 Q2	$49.7M	Hold	80,061	–	–	58.22%	1
2025 Q1	$45M	Hold	80,061	–	–	58.24%	1
2024 Q4	$47.1M	Hold	80,061	–	–	60.41%	1
2024 Q3	$47.9M	Hold	80,061	–	–	59.31%	1
2024 Q2	$43.8M	Hold	80,061	–	–	58.41%	1
2024 Q1	$42.1M	Sell	80,061 -47,580	-37%	-$23.8M	57.48%	1
2023 Q4	$61M	Sell	127,641 -13,578	-10%	-$6.08M	59.32%	1
2023 Q3	$60.6M	Hold	141,219	–	–	58.85%	1
2023 Q2	$62.9M	Sell	141,219 -16,245	-10%	-$6.85M	58.95%	1
2023 Q1	$64.7M	Sell	157,464 -15,304	-9%	-$6.14M	58.33%	1
2022 Q4	$66.4M	Sell	172,768 -62,722	-27%	-$24.2M	58.6%	1
2022 Q3	$84.5M	Hold	235,490	–	–	60.79%	1
2022 Q2	$89.3M	Hold	235,490	–	–	59.33%	1
2022 Q1	$107M	Hold	235,490	–	–	60.08%	1
2021 Q4	$112M	Hold	235,490	–	–	59.56%	1
2021 Q3	$101M	Buy	235,490 +1,038	+0.4%	+$460K	57.07%	1
2021 Q2	$101M	Buy	+234,452	New	+$98.2M	57.92%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Shelter Insurance Retirement Plan's IVV Position: Q2 2026 in Review

Shelter Insurance Retirement Plan held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 80,061 shares worth $60M. The position accounts for 59.55% of the portfolio, ranked #1.

Shelter Insurance Retirement Plan first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. The position peaked at $112M in Q4 2021. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Shelter Insurance Retirement Plan held 80,061 shares of iShares Core S&P 500 ETF worth $60M as of Q2 2026.
Shelter Insurance Retirement Plan left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 59.55% of Shelter Insurance Retirement Plan's portfolio in Q2 2026, its #1 holding.
Shelter Insurance Retirement Plan first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
Shelter Insurance Retirement Plan's iShares Core S&P 500 ETF position peaked at $112M in Q4 2021.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shelter Insurance Retirement Plan's 13F filing for Q2 2026, filed 11 Aug 2026.