Blume Capital Management
IVV icon

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

Blume Capital Management’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
Q3 		$76.6K Hold
100
– – 0.01% 177
2026
Q2 		$74.9K Hold
100
– – 0.01% 178
2026
Q1 		$65.3K Hold
100
– – 0.01% 177
2025
Q4 		$68.5K Hold
100
– – 0.01% 169
2025
Q3 		$66.9K Sell
100
-95
-49% -$61.2K 0.01% 176
2025
Q2 		$121K Sell
195
-19
-9% -$10.9K 0.02% 138
2025
Q1 		$120K Sell
214
-25
-10% -$14.8K 0.03% 139
2024
Q4 		$141K Sell
239
-107
-31% -$63.3K 0.03% 123
2024
Q3 		$200K Buy
346
+96
+38% +$53.4K 0.04% 114
2024
Q2 		$137K Hold
250
– – 0.03% 126
2024
Q1 		$131K Sell
250
-50
-17% -$25K 0.03% 130
2023
Q4 		$143K Sell
300
-150
-33% -$67.1K 0.04% 118
2023
Q3 		$193K Buy
+450
New +$201K 0.06% 94
2023
Q2 		– Sell
-30
Closed -$12.3K – 325
2023
Q1 		$12.3K Sell
30
-35
-54% -$14K ﹤0.01% 235
2022
Q4 		$25K Hold
65
– – 0.01% 198
2022
Q3 		$23K Hold
65
– – 0.01% 197
2022
Q2 		$25K Hold
65
– – 0.01% 196
2022
Q1 		$29K Sell
65
-66
-50% -$29.5K 0.01% 190
2021
Q4 		$62K Hold
131
– – 0.02% 164
2021
Q3 		$56K Sell
131
-16
-11% -$7.09K 0.02% 165
2021
Q2 		$63K Buy
+147
New +$61.6K 0.02% 156
2015
Q4 		– Sell
-75
Closed -$14K – 242
2015
Q3 		$14K Hold
75
– – 0.01% 166
2015
Q2 		$16K Hold
75
– – 0.01% 167
2015
Q1 		$16K Buy
+75
New +$15.6K 0.01% 196

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Blume Capital Management's IVV Position: Q3 2026 in Review

Blume Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 100 shares worth $76.6K. The position accounts for 0.01% of the portfolio, ranked #177.

Blume Capital Management first reported a position in IVV in Q1 2015 and has held it in 24 quarters since. The position peaked at $200K in Q3 2024. 2,502 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Blume Capital Management held 100 shares of iShares Core S&P 500 ETF worth $76.6K as of Q3 2026.
  • Blume Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Blume Capital Management's portfolio in Q3 2026, its #177 holding.
  • Blume Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 24 quarters since.
  • Blume Capital Management's iShares Core S&P 500 ETF position peaked at $200K in Q3 2024.
  • 2,502 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Blume Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.