CCM Investment Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

CCM Investment Advisers’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 Q1	$570K	Hold	873	–	–	0.05%	69
2025 Q4	$598K	Buy	873 +125	+17%	+$84.9K	0.06%	65
2025 Q3	$501K	Buy	+748	New	+$482K	0.05%	70
2019 Q2	–	Sell	-1,765	Closed	-$502K	–	76
2019 Q1	$502K	Sell	1,765 -1,464	-45%	-$400K	0.08%	63
2018 Q4	$812K	Sell	3,229 -150	-4%	-$40.7K	0.16%	60
2018 Q3	$989K	Hold	3,379	–	–	0.18%	61
2018 Q2	$922K	Buy	+3,379	New	+$919K	0.18%	62

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CCM Investment Advisers's IVV Position: Q1 2026 in Review

CCM Investment Advisers held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 873 shares worth $570K. The position accounts for 0.05% of the portfolio, ranked #69.

CCM Investment Advisers first reported a position in IVV in Q2 2018 and has held it in 7 quarters since. The position peaked at $989K in Q3 2018. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

CCM Investment Advisers held 873 shares of iShares Core S&P 500 ETF worth $570K as of Q1 2026.
CCM Investment Advisers left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.05% of CCM Investment Advisers's portfolio in Q1 2026, its #69 holding.
CCM Investment Advisers first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 7 quarters since.
CCM Investment Advisers's iShares Core S&P 500 ETF position peaked at $989K in Q3 2018.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.