Tortoise Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Tortoise Investment Management's IVV Position: Q1 2026 in Review
Tortoise Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2026, selling an estimated $1.16M and leaving 145,300 shares worth $94.9M. The position accounts for 7.84% of the portfolio, ranked #1.
Tortoise Investment Management first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $101M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Tortoise Investment Management held 145,300 shares of iShares Core S&P 500 ETF worth $94.9M as of Q1 2026.
- Tortoise Investment Management sold 1,703 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.16M.
- iShares Core S&P 500 ETF made up 7.84% of Tortoise Investment Management's portfolio in Q1 2026, its #1 holding.
- Tortoise Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- Tortoise Investment Management's iShares Core S&P 500 ETF position peaked at $101M in Q3 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.