Capital Asset Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Capital Asset Advisory Services's IVV Position: Q2 2026 in Review
Capital Asset Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 28% in Q2 2026, buying an estimated $524K and bringing the position to 3,264 shares worth $2.44M. The position accounts for 0.09% of the portfolio, ranked #112.
Capital Asset Advisory Services first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.96M in Q2 2022. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Capital Asset Advisory Services held 3,264 shares of iShares Core S&P 500 ETF worth $2.44M as of Q2 2026.
- Capital Asset Advisory Services bought 719 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $524K.
- iShares Core S&P 500 ETF made up 0.09% of Capital Asset Advisory Services's portfolio in Q2 2026, its #112 holding.
- Capital Asset Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
- Capital Asset Advisory Services's iShares Core S&P 500 ETF position peaked at $2.96M in Q2 2022.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.