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IVV icon

Sittner & Nelson’s iShares Core S&P 500 ETF IVV Stock Holding History

Sittner & Nelson’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 		$56.2K Buy
75
+20
+36% +$14.6K 0.02% 293
2026
Q1 		$35.9K Hold
55
– – 0.01% 322
2025
Q4 		$38.2K Sell
55
-2
-4% -$1.36K 0.01% 282
2025
Q3 		$38.1K Hold
57
– – 0.01% 271
2025
Q2 		$35.4K Hold
57
– – 0.01% 273
2025
Q1 		$32K Sell
57
-6
-10% -$3.54K 0.01% 268
2024
Q4 		$37.1K Hold
63
– – 0.02% 246
2024
Q3 		$36.3K Hold
63
– – 0.02% 248
2024
Q2 		$34.5K Buy
63
+8
+15% +$4.21K 0.02% 241
2024
Q1 		$28.9K Hold
55
– – 0.01% 251
2023
Q4 		$26.3K Buy
+55
New +$24.6K 0.01% 259

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Sittner & Nelson's IVV Position: Q2 2026 in Review

Sittner & Nelson increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q2 2026, buying an estimated $14.6K and bringing the position to 75 shares worth $56.2K. The position accounts for 0.02% of the portfolio, ranked #293.

Sittner & Nelson first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sittner & Nelson held 75 shares of iShares Core S&P 500 ETF worth $56.2K as of Q2 2026.
  • Sittner & Nelson bought 20 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.6K.
  • iShares Core S&P 500 ETF made up 0.02% of Sittner & Nelson's portfolio in Q2 2026, its #293 holding.
  • Sittner & Nelson first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.