Van Strum & Towne’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 | $2.19M | Sell |
3,361
-460
| -12% | -$314K | 0.64% | 45 |
|
|
2025
Q4 | $2.62M | Sell |
3,821
-229
| -6% | -$156K | 0.73% | 40 |
|
|
2025
Q3 | $2.71M | Sell |
4,050
-146
| -3% | -$94K | 0.8% | 36 |
|
|
2025
Q2 | $2.6M | Sell |
4,196
-26
| -0.6% | -$14.9K | 0.82% | 34 |
|
|
2025
Q1 | $2.37M | Sell |
4,222
-295
| -7% | -$174K | 0.8% | 34 |
|
|
2024
Q4 | $2.66M | Sell |
4,517
-389
| -8% | -$230K | 0.94% | 30 |
|
|
2024
Q3 | $2.83M | Sell |
4,906
-217
| -4% | -$121K | 0.98% | 28 |
|
|
2024
Q2 | $2.8M | Sell |
5,123
-113
| -2% | -$59.4K | 1.02% | 28 |
|
|
2024
Q1 | $2.75M | Sell |
5,236
-4
| -0.1% | -$2K | 1.01% | 29 |
|
|
2023
Q4 | $2.5M | Sell |
5,240
-15
| -0.3% | -$6.71K | 0.98% | 30 |
|
|
2023
Q3 | $2.26M | Sell |
5,255
-53
| -1% | -$23.7K | 0.95% | 31 |
|
|
2023
Q2 | $2.37M | Sell |
5,308
-22
| -0.4% | -$9.27K | 0.98% | 29 |
|
|
2023
Q1 | $2.19M | Buy |
5,330
+3
| +0.1% | +$1.2K | 0.94% | 29 |
|
|
2022
Q4 | $2.05M | Buy |
5,327
+9
| +0.2% | +$3.47K | 0.88% | 32 |
|
|
2022
Q3 | $1.91M | Sell |
5,318
-1
| -0% | -$399 | 0.88% | 30 |
|
|
2022
Q2 | $2.02M | Sell |
5,319
-129
| -2% | -$53.1K | 0.86% | 31 |
|
|
2022
Q1 | $2.47M | Buy |
5,448
+3,202
| +143% | +$1.43M | 0.93% | 29 |
|
|
2021
Q4 | $1.07M | Buy |
2,246
+1
| +0% | +$461 | 0.39% | 48 |
|
|
2021
Q3 | $967K | Hold |
2,245
| – | – | 0.38% | 49 |
|
|
2021
Q2 | $965K | Hold |
2,245
| – | – | 0.46% | 42 |
|
|
2021
Q1 | $893K | Buy |
2,245
+1,040
| +86% | +$403K | 0.45% | 40 |
|
|
2020
Q4 | $453K | Hold |
1,205
| – | – | 0.25% | 51 |
|
|
2020
Q3 | $405K | Hold |
1,205
| – | – | 0.26% | 45 |
|
|
2020
Q2 | $373K | Hold |
1,205
| – | – | 0.26% | 45 |
|
|
2020
Q1 | $312K | Hold |
1,205
| – | – | 0.25% | 49 |
|
|
2019
Q4 | $390K | Hold |
1,205
| – | – | 0.24% | 52 |
|
|
2019
Q3 | $360K | Hold |
1,205
| – | – | 0.24% | 56 |
|
|
2019
Q2 | $355K | Hold |
1,205
| – | – | 0.25% | 55 |
|
|
2019
Q1 | $343K | Hold |
1,205
| – | – | 0.26% | 56 |
|
|
2018
Q4 | $303K | Hold |
1,205
| – | – | 0.26% | 56 |
|
|
2018
Q3 | $353K | Hold |
1,205
| – | – | 0.23% | 54 |
|
|
2018
Q2 | $329K | Hold |
1,205
| – | – | 0.23% | 52 |
|
|
2018
Q1 | $320K | Hold |
1,205
| – | – | 0.22% | 54 |
|
|
2017
Q4 | $324K | Hold |
1,205
| – | – | 0.22% | 55 |
|
|
2017
Q3 | $305K | Hold |
1,205
| – | – | 0.2% | 58 |
|
|
2017
Q2 | $293K | Hold |
1,205
| – | – | 0.19% | 59 |
|
|
2017
Q1 | $286K | Hold |
1,205
| – | – | 0.18% | 57 |
|
|
2016
Q4 | $271K | Hold |
1,205
| – | – | 0.17% | 62 |
|
|
2016
Q3 | $262K | Hold |
1,205
| – | – | 0.17% | 64 |
|
|
2016
Q2 | $254K | Buy |
+1,205
| New | +$251K | 0.17% | 62 |
|
Other funds holding IVV
Van Strum & Towne's IVV Position: Q1 2026 in Review
Van Strum & Towne reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q1 2026, selling an estimated $314K and leaving 3,361 shares worth $2.19M. The position accounts for 0.64% of the portfolio, ranked #45.
Van Strum & Towne first reported a position in IVV in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.83M in Q3 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Van Strum & Towne held 3,361 shares of iShares Core S&P 500 ETF worth $2.19M as of Q1 2026.
- Van Strum & Towne sold 460 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $314K.
- iShares Core S&P 500 ETF made up 0.64% of Van Strum & Towne's portfolio in Q1 2026, its #45 holding.
- Van Strum & Towne first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 40 quarters since.
- Van Strum & Towne's iShares Core S&P 500 ETF position peaked at $2.83M in Q3 2024.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.