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

Buckhead 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 Q2	$403K	Hold	538	–	–	0.14%	107
2026 Q1	$351K	Sell	538 -54	-9%	-$36.9K	0.13%	112
2025 Q4	$405K	Buy	592 +2	+0.3%	+$1.36K	0.15%	105
2025 Q3	$395K	Hold	590	–	–	0.14%	102
2025 Q2	$366K	Buy	590 +1	+0.2%	+$574	0.14%	102
2025 Q1	$331K	Buy	589 +14	+2%	+$8.27K	0.11%	102
2024 Q4	$338K	Hold	575	–	–	0.11%	100
2024 Q3	$331K	Hold	575	–	–	0.1%	102
2024 Q2	$314K	Buy	575 +66	+13%	+$34.7K	0.11%	104
2024 Q1	$267K	Hold	509	–	–	0.09%	110
2023 Q4	$243K	Hold	509	–	–	0.09%	111
2023 Q3	$218K	Buy	509 +34	+7%	+$15.2K	0.09%	108
2023 Q2	$212K	Buy	+475	New	+$200K	0.05%	123
2020 Q1	–	Sell	-984	Closed	-$318K	–	78
2019 Q4	$318K	Sell	984 -10,867	-92%	-$3.36M	0.09%	76
2019 Q3	$3.54M	Sell	11,851 -148	-1%	-$44K	1.01%	41
2019 Q2	$3.54M	Buy	+11,999	New	+$3.48M	1.06%	38
2019 Q1	–	Sell	-11,148	Closed	-$2.81M	–	89
2018 Q4	$2.81M	Buy	+11,148	New	+$3.03M	0.98%	37

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

Buckhead Capital Management's IVV Position: Q2 2026 in Review

Buckhead Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 538 shares worth $403K. The position accounts for 0.14% of the portfolio, ranked #107.

Buckhead Capital Management first reported a position in IVV in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.54M in Q3 2019. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Buckhead Capital Management held 538 shares of iShares Core S&P 500 ETF worth $403K as of Q2 2026.
Buckhead Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.14% of Buckhead Capital Management's portfolio in Q2 2026, its #107 holding.
Buckhead Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 17 quarters since.
Buckhead Capital Management's iShares Core S&P 500 ETF position peaked at $3.54M in Q3 2019.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Buckhead Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.