Capital Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Capital Asset Management's IVV Position: Q2 2026 in Review
Capital Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 29% in Q2 2026, selling an estimated $1.38M and leaving 4,722 shares worth $3.54M. The position accounts for 7.96% of the portfolio, ranked #3.
Capital Asset Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.33M in Q1 2026. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Capital Asset Management held 4,722 shares of iShares Core S&P 500 ETF worth $3.54M as of Q2 2026.
- Capital Asset Management sold 1,901 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.38M.
- iShares Core S&P 500 ETF made up 7.96% of Capital Asset Management's portfolio in Q2 2026, its #3 holding.
- Capital Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- Capital Asset Management's iShares Core S&P 500 ETF position peaked at $4.33M in Q1 2026.
- 4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.