Carmel Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Carmel Capital Partners’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	$729K	Hold	974	–	–	0.24%	70
2026 Q1	$636K	Hold	974	–	–	0.23%	77
2025 Q4	$667K	Buy	974 +614	+171%	+$417K	0.23%	77
2025 Q3	$241K	Hold	360	–	–	0.1%	97
2025 Q2	$224K	Hold	360	–	–	0.08%	138
2025 Q1	$202K	Hold	360	–	–	0.08%	145
2024 Q4	$212K	Hold	360	–	–	0.09%	139
2024 Q3	$208K	Buy	+360	New	+$200K	0.08%	161
2023 Q4	–	Sell	-421	Closed	-$181K	–	421
2023 Q3	$181K	Sell	421 -4	-0.9%	-$1.79K	0.08%	157
2023 Q2	$189K	Hold	425	–	–	0.1%	121
2023 Q1	$175K	Buy	+425	New	+$170K	0.1%	137

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Carmel Capital Partners's IVV Position: Q2 2026 in Review

Carmel Capital Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 974 shares worth $729K. The position accounts for 0.24% of the portfolio, ranked #70.

Carmel Capital Partners first reported a position in IVV in Q1 2023 and has held it in 11 quarters since. 2,287 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Carmel Capital Partners held 974 shares of iShares Core S&P 500 ETF worth $729K as of Q2 2026.
Carmel Capital Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.24% of Carmel Capital Partners's portfolio in Q2 2026, its #70 holding.
Carmel Capital Partners first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
2,287 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.