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Capital Developers’s iShares Core S&P 500 ETF IVV Stock Holding History

Capital Developers’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
Q1 		$1.02M Sell
1,564
-36
-2% -$24.6K 0.92% 21
2025
Q4 		$1.1M Buy
+1,600
New +$1.09M 0.98% 21

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capital Developers's IVV Position: Q1 2026 in Review

Capital Developers reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, selling an estimated $24.6K and leaving 1,564 shares worth $1.02M. The position accounts for 0.92% of the portfolio, ranked #21.

Capital Developers first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.1M in Q4 2025. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Capital Developers held 1,564 shares of iShares Core S&P 500 ETF worth $1.02M as of Q1 2026.
  • Capital Developers sold 36 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $24.6K.
  • iShares Core S&P 500 ETF made up 0.92% of Capital Developers's portfolio in Q1 2026, its #21 holding.
  • Capital Developers first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Developers's iShares Core S&P 500 ETF position peaked at $1.1M in Q4 2025.
  • 3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.