Sollinda Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sollinda Capital Management’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 Q1	$547K	Sell	838 -120	-13%	-$81.9K	0.13%	46
2025 Q4	$656K	Sell	958 -114	-11%	-$77.4K	0.17%	41
2025 Q3	$718K	Sell	1,072 -56	-5%	-$36.1K	0.2%	36
2025 Q2	$700K	Buy	1,128 +253	+29%	+$145K	0.18%	45
2025 Q1	$492K	Sell	875 -4	-0.5%	-$2.36K	0.14%	39
2024 Q4	$518K	Buy	879 +16	+2%	+$9.47K	0.14%	36
2024 Q3	$498K	Hold	863	–	–	0.14%	37
2024 Q2	$472K	Buy	+863	New	+$454K	0.14%	37
2024 Q1	–	Sell	-974	Closed	-$465K	–	72
2023 Q4	$465K	Buy	+974	New	+$436K	0.13%	41

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sollinda Capital Management's IVV Position: Q1 2026 in Review

Sollinda Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q1 2026, selling an estimated $81.9K and leaving 838 shares worth $547K. The position accounts for 0.13% of the portfolio, ranked #46.

Sollinda Capital Management first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. The position peaked at $718K in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sollinda Capital Management held 838 shares of iShares Core S&P 500 ETF worth $547K as of Q1 2026.
Sollinda Capital Management sold 120 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $81.9K.
iShares Core S&P 500 ETF made up 0.13% of Sollinda Capital Management's portfolio in Q1 2026, its #46 holding.
Sollinda Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
Sollinda Capital Management's iShares Core S&P 500 ETF position peaked at $718K in Q3 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sollinda Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.