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

Cedar Point 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	$305K	Hold	407	–	–	0.18%	59
2026 Q1	$266K	Hold	407	–	–	0.17%	62
2025 Q4	$279K	Sell	407 -44	-10%	-$29.9K	0.18%	60
2025 Q3	$302K	Hold	451	–	–	0.2%	54
2025 Q2	$280K	Hold	451	–	–	0.2%	54
2025 Q1	$253K	Hold	451	–	–	0.17%	55
2024 Q4	$265K	Hold	451	–	–	0.18%	54
2024 Q3	$260K	Hold	451	–	–	0.18%	50
2024 Q2	$247K	Hold	451	–	–	0.18%	46
2024 Q1	$237K	Buy	451 +30	+7%	+$15K	0.18%	46
2023 Q4	$201K	Buy	+421	New	+$188K	0.17%	49

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

Cedar Point Capital Partners's IVV Position: Q2 2026 in Review

Cedar Point Capital Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 407 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #59.

Cedar Point Capital Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cedar Point Capital Partners held 407 shares of iShares Core S&P 500 ETF worth $305K as of Q2 2026.
Cedar Point Capital Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.18% of Cedar Point Capital Partners's portfolio in Q2 2026, its #59 holding.
Cedar Point Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.