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Strategic Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Strategic Investment 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 		$98.9K Hold
132
– – 0.03% 15
2026
Q1 		$86.2K Hold
132
– – 0.04% 14
2025
Q4 		$90.4K Hold
132
– – 0.05% 13
2025
Q3 		$88.3K Hold
132
– – 0.05% 14
2025
Q2 		$82K Sell
132
-280
-68% -$161K 0.04% 12
2025
Q1 		$232K Sell
412
-81,060
-99% -$47.9M 0.09% 20
2024
Q4 		$48M Buy
81,472
+81,060
+19,675% +$48M 16.54% 1
2024
Q3 		$238K Sell
412
-30,300
-99% -$16.8M 0.25% 11
2024
Q2 		$17M Hold
30,712
– – 18.15% 3
2024
Q1 		$15.7M Buy
30,712
+30,300
+7,354% +$15.2M 12.03% 5
2023
Q4 		$201K Hold
412
– – 0.14% 11
2023
Q3 		$170K Hold
412
– – 0.21% 11
2023
Q2 		$187K Hold
412
– – 0.2% 11
2023
Q1 		$168K Sell
412
-105,740
-100% -$42.4M 0.19% 10
2022
Q4 		$41.4M Sell
106,152
-920
-0.9% -$355K 28.3% 1
2022
Q3 		$40.6M Hold
107,072
– – 30.14% 1
2022
Q2 		$40.6M Hold
107,072
– – 33.73% 1
2022
Q1 		$48.6M Sell
107,072
-80
-0.1% -$35.8K 34.74% 1
2021
Q4 		$51.1M Hold
107,152
– – 30.42% 1
2021
Q3 		$46.2M Hold
107,152
– – 21.35% 3
2021
Q2 		$46.1M Hold
107,152
– – 19.93% 2
2021
Q1 		$42.6M Buy
107,152
+630
+0.6% +$244K 17.51% 3
2020
Q4 		$40M Sell
106,522
-2,574
-2% -$916K 17.06% 3
2020
Q3 		$36.7M Sell
109,096
-1,810
-2% -$602K 12.18% 3
2020
Q2 		$34.3M Sell
110,906
-6,600
-6% -$1.94M 11.99% 3
2020
Q1 		$30.4M Hold
117,506
– – 7.09% 5
2019
Q4 		$38M Sell
117,506
-15,374
-12% -$4.76M 7.05% 4
2019
Q3 		$39.7M Hold
132,880
– – 2.28% 5
2019
Q2 		$39.2M Hold
132,880
– – 5.69% 6
2019
Q1 		$37.6M Buy
132,880
+4,350
+3% +$1.19M 2.57% 7
2018
Q4 		$32.3M Hold
128,530
– – 1.45% 8
2018
Q3 		$37.6M Hold
128,530
– – 2.11% 8
2018
Q2 		$35.1M Hold
128,530
– – 2.08% 8
2018
Q1 		$34.1M Hold
128,530
– – 2.48% 8
2017
Q4 		$34.6M Hold
128,530
– – 2.11% 9
2017
Q3 		$32.5M Hold
128,530
– – 2.93% 7
2017
Q2 		$31K Hold
128,530
– – 3.23% 7
2017
Q1 		$30.5M Hold
128,530
– – 3.11% 7
2016
Q4 		$28.9M Buy
128,530
+2,370
+2% +$521K 2.8% 8
2016
Q3 		$27.4M Hold
126,160
– – 19.65% 2
2016
Q2 		$26.6M Hold
126,160
– – 13.95% 3
2016
Q1 		$26.1M Hold
126,160
– – 13.13% 3
2015
Q4 		$25.8M Sell
126,160
-4,030
-3% -$832K 14.52% 3
2015
Q3 		$25.1M Hold
130,190
– – 9.71% 3
2015
Q2 		$27M Hold
130,190
– – 17.76% 3
2015
Q1 		$27.1M Sell
130,190
-6,910
-5% -$1.44M 10.6% 3
2014
Q4 		$28.4M Buy
+137,100
New +$27.8M 8.14% 3

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Strategic Investment Management's IVV Position: Q2 2026 in Review

Strategic Investment Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 132 shares worth $98.9K. The position accounts for 0.03% of the portfolio, ranked #15.

Strategic Investment Management first reported a position in IVV in Q4 2014 and has held it in 47 quarters since. The position peaked at $51.1M in Q4 2021. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Strategic Investment Management held 132 shares of iShares Core S&P 500 ETF worth $98.9K as of Q2 2026.
  • Strategic Investment Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.03% of Strategic Investment Management's portfolio in Q2 2026, its #15 holding.
  • Strategic Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
  • Strategic Investment Management's iShares Core S&P 500 ETF position peaked at $51.1M in Q4 2021.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Strategic Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.