CPL
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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
Q2 		– Sell
-52
Closed -$34K – 95
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Capital & Planning LLC's IVV Position: Q2 2026 in Review

Capital & Planning LLC sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 52 shares — an estimated $34K sold.

Capital & Planning LLC first reported a position in IVV in Q4 2024 and held it in 2 quarters. The position peaked at $34K in Q1 2026. 4,122 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Capital & Planning LLC reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 52 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $34K.
  • Capital & Planning LLC first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's iShares Core S&P 500 ETF position peaked at $34K in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.