CWM
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Capital Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Capital Wealth 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 		$277K Hold
370
– – 0.07% 31
2026
Q1 		$242K Buy
370
+38
+11% +$25.9K 0.07% 31
2025
Q4 		$227K Buy
+332
New +$225K 0.07% 35

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Capital Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 370 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #31.

Capital Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Capital Wealth Management held 370 shares of iShares Core S&P 500 ETF worth $277K as of Q2 2026.
  • Capital Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.07% of Capital Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Capital Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.