Sherman Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Sherman Asset Management's IVV Position: Q2 2026 in Review
Sherman Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3% in Q2 2026, selling an estimated $709K and leaving 31,761 shares worth $23.8M. The position accounts for 18.46% of the portfolio, ranked #1.
Sherman Asset Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Sherman Asset Management held 31,761 shares of iShares Core S&P 500 ETF worth $23.8M as of Q2 2026.
- Sherman Asset Management sold 973 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $709K.
- iShares Core S&P 500 ETF made up 18.46% of Sherman Asset Management's portfolio in Q2 2026, its #1 holding.
- Sherman Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.