CAWM
IVV icon

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

Capital A Wealth 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
2025
Q2 		$52.1K Sell
109
-248
-69% -$142K 0.58% 48
2025
Q1 		$201K Sell
357
-119
-25% -$70.3K 0.21% 62
2024
Q4 		$280K Buy
+476
New +$282K 0.47% 50

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capital A Wealth Management's IVV Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 69% in Q2 2025, selling an estimated $142K and leaving 109 shares worth $52.1K. The position accounts for 0.58% of the portfolio, ranked #48.

Capital A Wealth Management first reported a position in IVV in Q4 2024 and has held it in 3 quarters since. The position peaked at $280K in Q4 2024. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Capital A Wealth Management held 109 shares of iShares Core S&P 500 ETF worth $52.1K as of Q2 2025.
  • Capital A Wealth Management sold 248 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $142K.
  • iShares Core S&P 500 ETF made up 0.58% of Capital A Wealth Management's portfolio in Q2 2025, its #48 holding.
  • Capital A Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares Core S&P 500 ETF position peaked at $280K in Q4 2024.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.