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 Q2	$392K	Hold	524	–	–	0.05%	112
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Blue Edge Capital's IVV Position: Q2 2026 in Review

Blue Edge Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 524 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #112.

Blue Edge Capital first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Blue Edge Capital held 524 shares of iShares Core S&P 500 ETF worth $392K as of Q2 2026.
Blue Edge Capital left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.05% of Blue Edge Capital's portfolio in Q2 2026, its #112 holding.
Blue Edge Capital first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.