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

Anfield 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 Q1	$191K	Hold	292	–	–	0.05%	121
2025 Q4	$200K	Hold	292	–	–	0.06%	93
2025 Q3	$195K	Hold	292	–	–	0.06%	90
2025 Q2	$181K	Hold	292	–	–	0.06%	84
2025 Q1	$164K	Hold	292	–	–	0.06%	77
2024 Q4	$172K	Buy	292 +9	+3%	+$5.33K	0.06%	75
2024 Q3	$163K	Hold	283	–	–	0.06%	74
2024 Q2	$155K	Buy	283 +22	+8%	+$11.6K	0.08%	65
2024 Q1	$137K	Buy	+261	New	+$131K	0.07%	76
2020 Q1	–	Sell	-323	Closed	-$108K	–	248
2019 Q4	$108K	Buy	+323	New	+$100K	0.04%	161

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Anfield Capital Management's IVV Position: Q1 2026 in Review

Anfield Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 292 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #121.

Anfield Capital Management first reported a position in IVV in Q4 2019 and has held it in 10 quarters since. The position peaked at $200K in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Anfield Capital Management held 292 shares of iShares Core S&P 500 ETF worth $191K as of Q1 2026.
Anfield Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.05% of Anfield Capital Management's portfolio in Q1 2026, its #121 holding.
Anfield Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 10 quarters since.
Anfield Capital Management's iShares Core S&P 500 ETF position peaked at $200K in Q4 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.