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Belmont Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Belmont Capital’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
2025
Q2 		$310K Hold
500
– – 0.05% 102
2025
Q1 		$281K Hold
500
– – 0.05% 102
2024
Q4 		$294K Hold
500
– – 0.05% 68
2024
Q3 		$288K Hold
500
– – 0.05% 98
2024
Q2 		$274K Hold
500
– – 0.05% 112
2024
Q1 		$263K Buy
+500
New +$250K 0.07% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Belmont Capital's IVV Position: Q2 2025 in Review

Belmont Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2025 at 500 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #102.

Belmont Capital first reported a position in IVV in Q1 2024 and has held it in 6 quarters since. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Belmont Capital held 500 shares of iShares Core S&P 500 ETF worth $310K as of Q2 2025.
  • Belmont Capital left its iShares Core S&P 500 ETF share count unchanged in Q2 2025.
  • iShares Core S&P 500 ETF made up 0.05% of Belmont Capital's portfolio in Q2 2025, its #102 holding.
  • Belmont Capital first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
  • 3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.