Tortoise Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Tortoise Investment Management's IVV Position: Q2 2026 in Review
Tortoise Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, selling an estimated $1.72M and leaving 142,937 shares worth $107M. The position accounts for 7.98% of the portfolio, ranked #1.
Tortoise Investment Management first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Tortoise Investment Management held 142,937 shares of iShares Core S&P 500 ETF worth $107M as of Q2 2026.
- Tortoise Investment Management sold 2,363 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.72M.
- iShares Core S&P 500 ETF made up 7.98% of Tortoise Investment Management's portfolio in Q2 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 53 quarters since.
- 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.