Van Den Berg Management I’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$75.9K Sell
116
-892
-88% -$609K 0.02% 98
2025
Q4
$690K Buy
+1,008
New +$684K 0.16% 65

Other funds holding IVV

Van Den Berg Management I's IVV Position: Q1 2026 in Review

Van Den Berg Management I reduced its iShares Core S&P 500 ETF (IVV) stake by 88% in Q1 2026, selling an estimated $609K and leaving 116 shares worth $75.9K. The position accounts for 0.02% of the portfolio, ranked #98.

Van Den Berg Management I first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $690K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Van Den Berg Management I held 116 shares of iShares Core S&P 500 ETF worth $75.9K as of Q1 2026.
  • Van Den Berg Management I sold 892 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $609K.
  • iShares Core S&P 500 ETF made up 0.02% of Van Den Berg Management I's portfolio in Q1 2026, its #98 holding.
  • Van Den Berg Management I first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Van Den Berg Management I's iShares Core S&P 500 ETF position peaked at $690K in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.