Aspire Private Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Aspire Private Capital’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	$4.25M	Buy	5,677 +2,006	+55%	+$1.46M	0.88%	31
2026 Q1	$2.4M	Buy	3,671 +673	+22%	+$460K	0.54%	43
2025 Q4	$2.05M	Sell	2,998 -60	-2%	-$40.7K	0.46%	47
2025 Q3	$2.05M	Buy	3,058 +225	+8%	+$145K	0.45%	52
2025 Q2	$1.76M	Sell	2,833 -2,114	-43%	-$1.21M	0.41%	55
2025 Q1	$2.78M	Sell	4,947 -582	-11%	-$344K	0.69%	36
2024 Q4	$3.25M	Sell	5,529 -337	-6%	-$199K	0.81%	32
2024 Q3	$3.38M	Buy	5,866 +68	+1%	+$37.8K	0.81%	29
2024 Q2	$3.17M	Sell	5,798 -678	-10%	-$357K	0.82%	29
2024 Q1	$3.4M	Sell	6,476 -1,563	-19%	-$782K	0.9%	27
2023 Q4	$3.84M	Buy	8,039 +802	+11%	+$359K	1.14%	22
2023 Q3	$3.11M	Buy	7,237 +939	+15%	+$420K	1.01%	24
2023 Q2	$2.81M	Buy	6,298 +44	+0.7%	+$18.5K	0.89%	27
2023 Q1	$2.57M	Sell	6,254 -397	-6%	-$159K	0.85%	29
2022 Q4	$2.56M	Buy	6,651 +1,970	+42%	+$760K	0.92%	28
2022 Q3	$1.68M	Sell	4,681 -429	-8%	-$171K	0.64%	34
2022 Q2	$1.94M	Sell	5,110 -101	-2%	-$41.5K	0.69%	32
2022 Q1	$2.36M	Sell	5,211 -12	-0.2%	-$5.37K	0.75%	32
2021 Q4	$2.49M	Buy	5,223 +756	+17%	+$348K	0.78%	33
2021 Q3	$1.92M	Sell	4,467 -416	-9%	-$184K	0.64%	31
2021 Q2	$2.1M	Buy	4,883 +412	+9%	+$173K	0.67%	30
2021 Q1	$1.78M	Buy	4,471 +1,157	+35%	+$448K	0.62%	35
2020 Q4	$1.24M	Buy	3,314 +516	+18%	+$184K	0.48%	40
2020 Q3	$940K	Buy	2,798 +44	+2%	+$14.6K	0.39%	50
2020 Q2	$853K	Sell	2,754 -705	-20%	-$207K	0.4%	48
2020 Q1	$894K	Sell	3,459 -165	-5%	-$50.6K	0.49%	40
2019 Q4	$1.17M	Buy	3,624 +59	+2%	+$18.3K	0.51%	40
2019 Q3	$1.06M	Buy	3,565 +70	+2%	+$20.8K	0.51%	39
2019 Q2	$1.03M	Buy	3,495 +969	+38%	+$281K	0.49%	47
2019 Q1	$719K	Buy	2,526 +164	+7%	+$44.8K	0.36%	61
2018 Q4	$594K	Buy	+2,362	New	+$641K	0.34%	68

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Aspire Private Capital's IVV Position: Q2 2026 in Review

Aspire Private Capital increased its iShares Core S&P 500 ETF (IVV) stake by 55% in Q2 2026, buying an estimated $1.46M and bringing the position to 5,677 shares worth $4.25M. The position accounts for 0.88% of the portfolio, ranked #31.

Aspire Private Capital first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Aspire Private Capital held 5,677 shares of iShares Core S&P 500 ETF worth $4.25M as of Q2 2026.
Aspire Private Capital bought 2,006 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46M.
iShares Core S&P 500 ETF made up 0.88% of Aspire Private Capital's portfolio in Q2 2026, its #31 holding.
Aspire Private Capital first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.