August Group Capital’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
August Group Capital's IVV Position: Q2 2026 in Review
August Group Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, selling an estimated $133K and leaving 484 shares worth $362K. The position accounts for 0.4% of the portfolio, ranked #53.
August Group Capital first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $558K in Q4 2025. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- August Group Capital held 484 shares of iShares Core S&P 500 ETF worth $362K as of Q2 2026.
- August Group Capital sold 182 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $133K.
- iShares Core S&P 500 ETF made up 0.4% of August Group Capital's portfolio in Q2 2026, its #53 holding.
- August Group Capital first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- August Group Capital's iShares Core S&P 500 ETF position peaked at $558K in Q4 2025.
- 4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on August Group Capital's 13F filing for Q2 2026, filed 11 Aug 2026.