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Cauble & Harre Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Cauble & Harre 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 		$1.82M Sell
2,426
-46
-2% -$33.5K 1.46% 20
2026
Q1 		$1.83M Hold
2,472
– – 1.46% 19
2025
Q4 		$1.69M Buy
+2,472
New +$1.68M 1.42% 20

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 22.96% 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

Cauble & Harre Wealth Management's IVV Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, selling an estimated $33.5K and leaving 2,426 shares worth $1.82M. The position accounts for 1.46% of the portfolio, ranked #20.

Cauble & Harre Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q1 2026. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cauble & Harre Wealth Management held 2,426 shares of iShares Core S&P 500 ETF worth $1.82M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 46 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $33.5K.
  • iShares Core S&P 500 ETF made up 1.46% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Cauble & Harre Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's iShares Core S&P 500 ETF position peaked at $1.83M in Q1 2026.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.