CPL
IVV icon

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

Capital & Planning LLC’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 		$34K Buy
+52
New +$35.5K 0.02% 66
2025
Q1 		– Sell
-53
Closed -$31.2K – 105
2024
Q4 		$31.2K Buy
+53
New +$31.4K 0.02% 64

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 & Planning LLC's IVV Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 52 shares worth $34K. The stake represents 0.02% of the portfolio and ranks #66 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in IVV as recently as Q4 2024.

Capital & Planning LLC first reported a position in IVV in Q4 2024 and has held it in 2 quarters since. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Capital & Planning LLC held 52 shares of iShares Core S&P 500 ETF worth $34K as of Q1 2026.
  • iShares Core S&P 500 ETF was a new Capital & Planning LLC position in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #66 holding.
  • Capital & Planning LLC first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 2 quarters since.
  • 3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.