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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
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 $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

B&D White Capital Company's IVV Position: Q1 2026 in Review

B&D White Capital Company reduced its iShares Core S&P 500 ETF (IVV) stake by 81% in Q1 2026, selling an estimated $18.1M and leaving 6,383 shares worth $4.17M. The position accounts for 0.52% of the portfolio, ranked #33.

B&D White Capital Company first reported a position in IVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $22.6M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • B&D White Capital Company held 6,383 shares of iShares Core S&P 500 ETF worth $4.17M as of Q1 2026.
  • B&D White Capital Company sold 26,572 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $18.1M.
  • iShares Core S&P 500 ETF made up 0.52% of B&D White Capital Company's portfolio in Q1 2026, its #33 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 3 quarters since.
  • B&D White Capital Company's iShares Core S&P 500 ETF position peaked at $22.6M in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.