Cannell & Spears’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 | $1.53M | Sell |
2,043
-9
| -0.4% | -$6.55K | 0.03% | 214 |
|
|
2026
Q1 | $1.34M | Buy |
2,052
+184
| +10% | +$126K | 0.03% | 222 |
|
|
2025
Q4 | $1.28M | Buy |
1,868
+18
| +1% | +$12.2K | 0.02% | 228 |
|
|
2025
Q3 | $1.24M | Hold |
1,850
| – | – | 0.02% | 223 |
|
|
2025
Q2 | $1.15M | Hold |
1,850
| – | – | 0.02% | 218 |
|
|
2025
Q1 | $1.04M | Sell |
1,850
-264
| -12% | -$156K | 0.02% | 224 |
|
|
2024
Q4 | $1.24M | Hold |
2,114
| – | – | 0.03% | 223 |
|
|
2024
Q3 | $1.22M | Hold |
2,114
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $1.16M | Buy |
2,114
+264
| +14% | +$139K | 0.02% | 213 |
|
|
2024
Q1 | $973K | Hold |
1,850
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $884K | Buy |
1,850
+75
| +4% | +$33.6K | 0.07% | 105 |
|
|
2023
Q3 | $762K | Hold |
1,775
| – | – | 0.07% | 105 |
|
|
2023
Q2 | $791K | Hold |
1,775
| – | – | 0.06% | 106 |
|
|
2023
Q1 | $730K | Buy |
1,775
+150
| +9% | +$60.1K | 0.07% | 109 |
|
|
2022
Q4 | $624K | Hold |
1,625
| – | – | 0.06% | 110 |
|
|
2022
Q3 | $583K | Hold |
1,625
| – | – | 0.06% | 109 |
|
|
2022
Q2 | $616K | Hold |
1,625
| – | – | 0.06% | 114 |
|
|
2022
Q1 | $737K | Hold |
1,625
| – | – | 0.05% | 117 |
|
|
2021
Q4 | $775K | Hold |
1,625
| – | – | 0.05% | 120 |
|
|
2021
Q3 | $700K | Hold |
1,625
| – | – | 0.05% | 119 |
|
|
2021
Q2 | $699K | Hold |
1,625
| – | – | 0.05% | 123 |
|
|
2021
Q1 | $646K | Hold |
1,625
| – | – | 0.05% | 116 |
|
|
2020
Q4 | $610K | Hold |
1,625
| – | – | 0.05% | 117 |
|
|
2020
Q3 | $546K | Hold |
1,625
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $503K | Hold |
1,625
| – | – | 0.05% | 118 |
|
|
2020
Q1 | $420K | Hold |
1,625
| – | – | 0.05% | 119 |
|
|
2019
Q4 | $525K | Hold |
1,625
| – | – | 0.06% | 102 |
|
|
2019
Q3 | $485K | Hold |
1,625
| – | – | 0.06% | 104 |
|
|
2019
Q2 | $479K | Buy |
1,625
+125
| +8% | +$36.2K | 0.06% | 103 |
|
|
2019
Q1 | $427K | Buy |
1,500
+300
| +25% | +$82K | 0.05% | 106 |
|
|
2018
Q4 | $302K | Buy |
1,200
+274
| +30% | +$74.4K | 0.04% | 124 |
|
|
2018
Q3 | $271K | Hold |
926
| – | – | 0.03% | 145 |
|
|
2018
Q2 | $253K | Hold |
926
| – | – | 0.03% | 147 |
|
|
2018
Q1 | $246K | Buy |
+926
| New | +$255K | 0.03% | 147 |
|
Other funds holding IVV
CM
Cannell & Spears's IVV Position: Q2 2026 in Review
Cannell & Spears reduced its iShares Core S&P 500 ETF (IVV) stake by 0.44% in Q2 2026, selling an estimated $6.55K and leaving 2,043 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #214.
Cannell & Spears first reported a position in IVV in Q1 2018 and has held it in 34 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Cannell & Spears held 2,043 shares of iShares Core S&P 500 ETF worth $1.53M as of Q2 2026.
- Cannell & Spears sold 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
- iShares Core S&P 500 ETF made up 0.03% of Cannell & Spears's portfolio in Q2 2026, its #214 holding.
- Cannell & Spears first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.