Caitlin John’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$545K Buy
728
+6
+0.8% +$4.37K 0.3% 82
2026
Q1
$472K Hold
722
0.28% 59
2025
Q4
$495K Buy
722
+180
+33% +$122K 0.32% 67
2025
Q3
$363K Sell
542
-6
-1% -$3.86K 0.25% 91
2025
Q2
$340K Sell
548
-112
-17% -$64.3K 0.31% 80
2025
Q1
$371K Sell
660
-72
-10% -$42.5K 0.36% 75
2024
Q4
$431K Buy
732
+88
+14% +$52.1K 0.28% 76
2024
Q3
$387K Buy
644
+58
+10% +$32.2K 0.24% 99
2024
Q2
$321K Sell
586
-4
-0.7% -$2.1K 0.23% 98
2024
Q1
$310K Sell
590
-99
-14% -$49.5K 0.23% 92
2023
Q4
$329K Buy
+689
New +$308K 0.27% 87

Other funds holding IVV

Caitlin John's IVV Position: Q2 2026 in Review

Caitlin John increased its iShares Core S&P 500 ETF (IVV) stake by 0.83% in Q2 2026, buying an estimated $4.37K and bringing the position to 728 shares worth $545K. The position accounts for 0.3% of the portfolio, ranked #82.

Caitlin John first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Caitlin John held 728 shares of iShares Core S&P 500 ETF worth $545K as of Q2 2026.
  • Caitlin John bought 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
  • iShares Core S&P 500 ETF made up 0.3% of Caitlin John's portfolio in Q2 2026, its #82 holding.
  • Caitlin John first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.