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

Stordahl 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 Q2	$471K	Buy	629 +237	+60%	+$173K	0.09%	48
2026 Q1	$256K	Hold	392	–	–	0.05%	57
2025 Q4	$268K	Hold	392	–	–	0.06%	56
2025 Q3	$262K	Hold	392	–	–	0.06%	55
2025 Q2	$243K	Hold	392	–	–	0.05%	55
2025 Q1	$220K	Hold	392	–	–	0.05%	55
2024 Q4	$231K	Hold	392	–	–	0.05%	56
2024 Q3	$224K	Hold	392	–	–	0.05%	49
2024 Q2	$215K	Hold	392	–	–	0.05%	50
2024 Q1	$206K	Buy	+392	New	+$196K	0.05%	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

Stordahl Capital Management's IVV Position: Q2 2026 in Review

Stordahl Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 60% in Q2 2026, buying an estimated $173K and bringing the position to 629 shares worth $471K. The position accounts for 0.09% of the portfolio, ranked #48.

Stordahl Capital Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Stordahl Capital Management held 629 shares of iShares Core S&P 500 ETF worth $471K as of Q2 2026.
Stordahl Capital Management bought 237 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $173K.
iShares Core S&P 500 ETF made up 0.09% of Stordahl Capital Management's portfolio in Q2 2026, its #48 holding.
Stordahl Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.