Capasso Planning Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Capasso Planning 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 Q2	$202K	Buy	+270	New	+$197K	0.1%	85
2025 Q3	–	Sell	-332	Closed	-$206K	–	76
2025 Q2	$206K	Sell	332 -248	-43%	-$142K	0.12%	82
2025 Q1	$326K	Sell	580 -4	-0.7%	-$2.36K	0.14%	82
2024 Q4	$344K	Sell	584 -290	-33%	-$172K	0.14%	84
2024 Q3	$504K	Buy	874 +6	+0.7%	+$3.34K	0.15%	96
2024 Q2	$475K	Buy	868 +48	+6%	+$25.2K	0.15%	90
2024 Q1	$431K	Sell	820 -44	-5%	-$22K	0.18%	69
2023 Q4	$413K	Buy	864 +194	+29%	+$86.8K	0.19%	69
2023 Q3	$288K	Buy	670 +3	+0.4%	+$1.34K	0.15%	76
2023 Q2	$297K	Buy	667 +1	+0.2%	+$421	0.16%	76
2023 Q1	$274K	Hold	666	–	–	0.16%	76
2022 Q4	$256K	Buy	666 +1	+0.2%	+$386	0.16%	78
2022 Q3	$238K	Sell	665 -893	-57%	-$357K	0.17%	76
2022 Q2	$591K	Buy	1,558 +895	+135%	+$368K	0.42%	40
2022 Q1	$301K	Sell	663 -277	-29%	-$124K	0.21%	68
2021 Q4	$448K	Buy	+940	New	+$433K	0.33%	52

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

Capasso Planning Partners's IVV Position: Q2 2026 in Review

Capasso Planning Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 270 shares worth $202K. The stake represents 0.1% of the portfolio and ranks #85 among its holdings. This is a return to the name: Capasso Planning Partners previously reported a position in IVV as recently as Q2 2025.

Capasso Planning Partners first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. The position peaked at $591K in Q2 2022. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Capasso Planning Partners held 270 shares of iShares Core S&P 500 ETF worth $202K as of Q2 2026.
iShares Core S&P 500 ETF was a new Capasso Planning Partners position in Q2 2026.
iShares Core S&P 500 ETF made up 0.1% of Capasso Planning Partners's portfolio in Q2 2026, its #85 holding.
Capasso Planning Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Capasso Planning Partners's iShares Core S&P 500 ETF position peaked at $591K in Q2 2022.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.