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

Shelter Mutual Insurance’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	$31.7M	Buy	42,264 +9,770	+30%	+$7.11M	6.69%	1
2026 Q1	$21.2M	Buy	32,494 +598	+2%	+$408K	4.72%	3
2025 Q4	$21.8M	Buy	31,896 +20,826	+188%	+$14.1M	4.87%	3
2025 Q3	$7.41M	Sell	11,070 -1,110	-9%	-$715K	1.66%	27
2025 Q2	$7.56M	Sell	12,180 -280	-2%	-$161K	1.75%	27
2025 Q1	$7M	Hold	12,460	–	–	1.69%	29
2024 Q4	$7.33M	Hold	12,460	–	–	1.83%	26
2024 Q3	$7.46M	Sell	12,460 -1,285	-9%	-$714K	1.78%	28
2024 Q2	$7.52M	Hold	13,745	–	–	1.96%	26
2024 Q1	$7.23M	Hold	13,745	–	–	1.86%	29
2023 Q4	$6.57M	Hold	13,745	–	–	1.81%	27
2023 Q3	$5.9M	Sell	13,745 -1,550	-10%	-$693K	1.65%	26
2023 Q2	$6.82M	Buy	15,295 +14,595	+2,085%	+$6.15M	1.66%	27
2023 Q1	$288K	Hold	700	–	–	0.08%	52
2022 Q4	$269K	Hold	700	–	–	0.08%	52
2022 Q3	$251K	Hold	700	–	–	0.08%	51
2022 Q2	$265K	Hold	700	–	–	0.08%	52
2022 Q1	$318K	Hold	700	–	–	0.08%	51
2021 Q4	$334K	Hold	700	–	–	0.09%	51
2021 Q3	$302K	Hold	700	–	–	0.09%	51
2021 Q2	$301K	Buy	+700	New	+$293K	0.08%	50

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 Mutual Insurance's IVV Position: Q2 2026 in Review

Shelter Mutual Insurance increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, buying an estimated $7.11M and bringing the position to 42,264 shares worth $31.7M. The position accounts for 6.69% of the portfolio, ranked #1.

Shelter Mutual Insurance first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Shelter Mutual Insurance held 42,264 shares of iShares Core S&P 500 ETF worth $31.7M as of Q2 2026.
Shelter Mutual Insurance bought 9,770 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.11M.
iShares Core S&P 500 ETF made up 6.69% of Shelter Mutual Insurance's portfolio in Q2 2026, its #1 holding.
Shelter Mutual Insurance first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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