Allred Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Allred Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216K	Buy	+288	New	+$210K	0.07%	158
2022 Q2	–	Sell	-451	Closed	-$204K	–	163
2022 Q1	$204K	Hold	451	–	–	0.11%	164
2021 Q4	$215K	Sell	451 -65	-13%	-$30K	0.1%	173
2021 Q3	$222K	Hold	516	–	–	0.12%	165
2021 Q2	$221K	Buy	516 +16	+3%	+$6.7K	0.11%	169
2021 Q1	$199K	Buy	+500	New	+$194K	0.09%	177
2020 Q1	–	Sell	-621	Closed	-$201K	–	408
2019 Q4	$201K	Buy	+621	New	+$192K	0.11%	148

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Allred Capital Management's IVV Position: Q2 2026 in Review

Allred Capital Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 288 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #158 among its holdings. This is a return to the name: Allred Capital Management previously reported a position in IVV as recently as Q1 2022.

Allred Capital Management first reported a position in IVV in Q4 2019 and has held it in 7 quarters since. The position peaked at $222K in Q3 2021. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Allred Capital Management held 288 shares of iShares Core S&P 500 ETF worth $216K as of Q2 2026.
iShares Core S&P 500 ETF was a new Allred Capital Management position in Q2 2026.
iShares Core S&P 500 ETF made up 0.07% of Allred Capital Management's portfolio in Q2 2026, its #158 holding.
Allred Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 7 quarters since.
Allred Capital Management's iShares Core S&P 500 ETF position peaked at $222K in Q3 2021.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.