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Bristol Gate Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bristol Gate Capital Partners’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 		– Sell
-429
Closed -$294K – 34
2025
Q4 		$294K Buy
+429
New +$291K 0.02% 32

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Bristol Gate Capital Partners's IVV Position: Q1 2026 in Review

Bristol Gate Capital Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 429 shares — an estimated $294K sold.

Bristol Gate Capital Partners first reported a position in IVV in Q4 2025 and held it in 1 quarter. The position peaked at $294K in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Bristol Gate Capital Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Bristol Gate Capital Partners sold 429 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $294K.
  • Bristol Gate Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Bristol Gate Capital Partners's iShares Core S&P 500 ETF position peaked at $294K in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bristol Gate Capital Partners's 13F filing for Q1 2026, filed 12 May 2026.