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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Axecap Investments's IVV Position: Q1 2026 in Review

Axecap Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 81% in Q1 2026, selling an estimated $1.05M and leaving 365 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #62.

Axecap Investments first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Axecap Investments held 365 shares of iShares Core S&P 500 ETF worth $238K as of Q1 2026.
  • Axecap Investments sold 1,542 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.05M.
  • iShares Core S&P 500 ETF made up 0.16% of Axecap Investments's portfolio in Q1 2026, its #62 holding.
  • Axecap Investments first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Axecap Investments's iShares Core S&P 500 ETF position peaked at $1.31M in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Axecap Investments's 13F filing for Q1 2026, filed 20 Apr 2026.