Sonoma Allocations’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Sonoma Allocations's IVV Position: Q2 2026 in Review
Sonoma Allocations reduced its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q2 2026, selling an estimated $2.46M and leaving 48,165 shares worth $36.2M. The position accounts for 11.26% of the portfolio, ranked #3.
Sonoma Allocations first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.2M in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Sonoma Allocations held 48,165 shares of iShares Core S&P 500 ETF worth $36.2M as of Q2 2026.
- Sonoma Allocations sold 3,379 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.46M.
- iShares Core S&P 500 ETF made up 11.26% of Sonoma Allocations's portfolio in Q2 2026, its #3 holding.
- Sonoma Allocations first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
- Sonoma Allocations's iShares Core S&P 500 ETF position peaked at $38.2M in Q4 2025.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.