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Strid Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Strid Group’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 		$6.43M Sell
8,589
-2,140
-20% -$1.56M 0.71% 18
2026
Q1 		$7.01M Buy
10,729
+2,476
+30% +$1.69M 0.87% 16
2025
Q4 		$5.65M Buy
8,253
+3,119
+61% +$2.12M 0.7% 17
2025
Q3 		$3.44M Sell
5,134
-244
-5% -$157K 0.44% 22
2025
Q2 		$3.34M Sell
5,378
-344
-6% -$198K 0.47% 21
2025
Q1 		$3.22M Sell
5,722
-708
-11% -$418K 0.5% 19
2024
Q4 		$3.79M Sell
6,430
-420
-6% -$249K 0.59% 17
2024
Q3 		$3.95M Hold
6,850
– – 0.6% 17
2024
Q2 		$3.75M Sell
6,850
-991
-13% -$521K 0.62% 17
2024
Q1 		$4.12M Buy
+7,841
New +$3.92M 0.74% 17

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

Strid Group's IVV Position: Q2 2026 in Review

Strid Group reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, selling an estimated $1.56M and leaving 8,589 shares worth $6.43M. The position accounts for 0.71% of the portfolio, ranked #18.

Strid Group first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.01M in Q1 2026. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Strid Group held 8,589 shares of iShares Core S&P 500 ETF worth $6.43M as of Q2 2026.
  • Strid Group sold 2,140 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.56M.
  • iShares Core S&P 500 ETF made up 0.71% of Strid Group's portfolio in Q2 2026, its #18 holding.
  • Strid Group first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Strid Group's iShares Core S&P 500 ETF position peaked at $7.01M in Q1 2026.
  • 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Strid Group's 13F filing for Q2 2026, filed 23 Jul 2026.