Summa Corp’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Summa Corp's IVV Position: Q1 2026 in Review
Summa Corp opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 331 shares worth $216K. The stake represents 0.09% of the portfolio and ranks #76 among its holdings. This is a return to the name: Summa Corp previously reported a position in IVV as recently as Q3 2025.
Summa Corp first reported a position in IVV in Q2 2025 and has held it in 3 quarters since. The position peaked at $345K in Q2 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Summa Corp held 331 shares of iShares Core S&P 500 ETF worth $216K as of Q1 2026.
- iShares Core S&P 500 ETF was a new Summa Corp position in Q1 2026.
- iShares Core S&P 500 ETF made up 0.09% of Summa Corp's portfolio in Q1 2026, its #76 holding.
- Summa Corp first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
- Summa Corp's iShares Core S&P 500 ETF position peaked at $345K in Q2 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.