BEC
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Blue Edge Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Blue Edge 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
2026
Q1 		$342K Hold
524
– – 0.05% 118
2025
Q4 		$359K Buy
524
+38
+8% +$25.8K 0.05% 114
2025
Q3 		$325K Buy
+486
New +$313K 0.05% 112

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

Blue Edge Capital's IVV Position: Q1 2026 in Review

Blue Edge Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 524 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #118.

Blue Edge Capital first reported a position in IVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $359K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Blue Edge Capital held 524 shares of iShares Core S&P 500 ETF worth $342K as of Q1 2026.
  • Blue Edge Capital left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.05% of Blue Edge Capital's portfolio in Q1 2026, its #118 holding.
  • Blue Edge Capital first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Blue Edge Capital's iShares Core S&P 500 ETF position peaked at $359K in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.