CIM
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Capital Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Capital Investment 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
2026
Q2 		$7.86M Buy
10,494
+4,654
+80% +$3.39M 2.41% 8
2026
Q1 		$3.81M Buy
5,840
+1,905
+48% +$1.3M 1.31% 15
2025
Q4 		$2.69M Buy
+3,935
New +$2.67M 0.94% 24

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Capital Investment Management's IVV Position: Q2 2026 in Review

Capital Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 80% in Q2 2026, buying an estimated $3.39M and bringing the position to 10,494 shares worth $7.86M. The position accounts for 2.41% of the portfolio, ranked #8.

Capital Investment Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Capital Investment Management held 10,494 shares of iShares Core S&P 500 ETF worth $7.86M as of Q2 2026.
  • Capital Investment Management bought 4,654 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.39M.
  • iShares Core S&P 500 ETF made up 2.41% of Capital Investment Management's portfolio in Q2 2026, its #8 holding.
  • Capital Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.