WHI Trust’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
WHI Trust's IVV Position: Q2 2026 in Review
WHI Trust reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $382K and leaving 39,791 shares worth $29.8M. The position accounts for 19.26% of the portfolio, ranked #3.
WHI Trust first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- WHI Trust held 39,791 shares of iShares Core S&P 500 ETF worth $29.8M as of Q2 2026.
- WHI Trust sold 525 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $382K.
- iShares Core S&P 500 ETF made up 19.26% of WHI Trust's portfolio in Q2 2026, its #3 holding.
- WHI Trust first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.