Summa Corp’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Summa Corp's IVV Position: Q2 2026 in Review
Summa Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, selling an estimated $40.8K and leaving 275 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #81.
Summa Corp first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $345K in Q2 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Summa Corp held 275 shares of iShares Core S&P 500 ETF worth $206K as of Q2 2026.
- Summa Corp sold 56 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $40.8K.
- iShares Core S&P 500 ETF made up 0.06% of Summa Corp's portfolio in Q2 2026, its #81 holding.
- Summa Corp first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
- Summa Corp's iShares Core S&P 500 ETF position peaked at $345K in Q2 2025.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.