CSF
IVV icon

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

Capital Squared Financial’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 		$1.63M Sell
2,174
-8
-0.4% -$5.83K 1.06% 32
2026
Q1 		$1.43M Sell
2,182
-21
-1% -$14.3K 1.09% 32
2025
Q4 		$1.51M Buy
2,203
+349
+19% +$237K 1.18% 28
2025
Q3 		$1.24M Buy
1,854
+4
+0.2% +$2.58K 1.08% 32
2025
Q2 		$1.15M Buy
+1,850
New +$1.06M 1.34% 27

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 Squared Financial's IVV Position: Q2 2026 in Review

Capital Squared Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q2 2026, selling an estimated $5.83K and leaving 2,174 shares worth $1.63M. The position accounts for 1.06% of the portfolio, ranked #32.

Capital Squared Financial first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 1,422 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Capital Squared Financial held 2,174 shares of iShares Core S&P 500 ETF worth $1.63M as of Q2 2026.
  • Capital Squared Financial sold 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
  • iShares Core S&P 500 ETF made up 1.06% of Capital Squared Financial's portfolio in Q2 2026, its #32 holding.
  • Capital Squared Financial first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,422 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.