Capital Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Capital Asset Management's IVV Position: Q1 2026 in Review
Capital Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 33% in Q1 2026, buying an estimated $1.13M and bringing the position to 6,623 shares worth $4.33M. The position accounts for 4.87% of the portfolio, ranked #3.
Capital Asset Management first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Capital Asset Management held 6,623 shares of iShares Core S&P 500 ETF worth $4.33M as of Q1 2026.
- Capital Asset Management bought 1,649 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.13M.
- iShares Core S&P 500 ETF made up 4.87% of Capital Asset Management's portfolio in Q1 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 2 quarters since.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Capital Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.