Axecap Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Axecap Investments’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	$255K	Sell	340 -25	-7%	-$18.2K	0.14%	60
2026 Q1	$238K	Sell	365 -1,542	-81%	-$1.05M	0.16%	62
2025 Q4	$1.31M	Buy	1,907 +721	+61%	+$490K	0.81%	42
2025 Q3	$794K	Buy	1,186 +18	+2%	+$11.6K	0.49%	61
2025 Q2	$725K	Buy	1,168 +123	+12%	+$70.6K	0.47%	58
2025 Q1	$587K	Sell	1,045 -702	-40%	-$415K	0.5%	52
2024 Q4	$1.03M	Sell	1,747 -32	-2%	-$18.9K	0.77%	44
2024 Q3	$1.03M	Buy	+1,779	New	+$989K	0.78%	44

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

Axecap Investments's IVV Position: Q2 2026 in Review

Axecap Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, selling an estimated $18.2K and leaving 340 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #60.

Axecap Investments first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Axecap Investments held 340 shares of iShares Core S&P 500 ETF worth $255K as of Q2 2026.
Axecap Investments sold 25 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.2K.
iShares Core S&P 500 ETF made up 0.14% of Axecap Investments's portfolio in Q2 2026, its #60 holding.
Axecap Investments first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Axecap Investments's iShares Core S&P 500 ETF position peaked at $1.31M in Q4 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Axecap Investments's 13F filing for Q2 2026, filed 10 Aug 2026.