Cardinal Point Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Cardinal Point Capital 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	$2.46M	Buy	3,289 +1,750	+114%	+$1.27M	0.14%	76
2026 Q1	$1.01M	Sell	1,539 -599	-28%	-$409K	0.06%	120
2025 Q4	$1.46M	Buy	2,138 +54	+3%	+$36.7K	0.1%	97
2025 Q3	$1.39M	Buy	2,084 +1,014	+95%	+$653K	0.1%	99
2025 Q2	$664K	Sell	1,070 -76	-7%	-$43.6K	0.05%	122
2025 Q1	$644K	Buy	1,146 +149	+15%	+$88K	0.06%	100
2024 Q4	$587K	Buy	997 +85	+9%	+$50.3K	0.09%	49
2024 Q3	$526K	Buy	+912	New	+$507K	0.09%	51

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Cardinal Point Capital Management's IVV Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 114% in Q2 2026, buying an estimated $1.27M and bringing the position to 3,289 shares worth $2.46M. The position accounts for 0.14% of the portfolio, ranked #76.

Cardinal Point Capital Management first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cardinal Point Capital Management held 3,289 shares of iShares Core S&P 500 ETF worth $2.46M as of Q2 2026.
Cardinal Point Capital Management bought 1,750 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.27M.
iShares Core S&P 500 ETF made up 0.14% of Cardinal Point Capital Management's portfolio in Q2 2026, its #76 holding.
Cardinal Point Capital Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.