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B&D White Capital Company’s iShares Core S&P 500 ETF IVV Stock Holding History

B&D White Capital Company’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 		$4.8M Buy
6,406
+23
+0.4% +$16.7K 0.48% 41
2026
Q1 		$4.17M Sell
6,383
-26,572
-81% -$18.1M 0.52% 33
2025
Q4 		$22.6M Buy
32,955
+324
+1% +$220K 2.62% 12
2025
Q3 		$21.8M Buy
+32,631
New +$21M 2.8% 10

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

B&D White Capital Company's IVV Position: Q2 2026 in Review

B&D White Capital Company increased its iShares Core S&P 500 ETF (IVV) stake by 0.36% in Q2 2026, buying an estimated $16.7K and bringing the position to 6,406 shares worth $4.8M. The position accounts for 0.48% of the portfolio, ranked #41.

B&D White Capital Company first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.6M in Q4 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • B&D White Capital Company held 6,406 shares of iShares Core S&P 500 ETF worth $4.8M as of Q2 2026.
  • B&D White Capital Company bought 23 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
  • iShares Core S&P 500 ETF made up 0.48% of B&D White Capital Company's portfolio in Q2 2026, its #41 holding.
  • B&D White Capital Company first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • B&D White Capital Company's iShares Core S&P 500 ETF position peaked at $22.6M in Q4 2025.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.