Vann Equity Management’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
Q2
$531K Sell
709
-162
-19% -$118K 0.32% 89
2026
Q1
$569K Buy
+871
New +$595K 0.41% 70

Other funds holding IVV

Vann Equity Management's IVV Position: Q2 2026 in Review

Vann Equity Management reduced its iShares Core S&P 500 ETF (IVV) stake by 19% in Q2 2026, selling an estimated $118K and leaving 709 shares worth $531K. The position accounts for 0.32% of the portfolio, ranked #89.

Vann Equity Management first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. The position peaked at $569K in Q1 2026. 4,033 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vann Equity Management held 709 shares of iShares Core S&P 500 ETF worth $531K as of Q2 2026.
  • Vann Equity Management sold 162 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $118K.
  • iShares Core S&P 500 ETF made up 0.32% of Vann Equity Management's portfolio in Q2 2026, its #89 holding.
  • Vann Equity Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • Vann Equity Management's iShares Core S&P 500 ETF position peaked at $569K in Q1 2026.
  • 4,033 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.