Ceeto Capital Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Ceeto Capital Group’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	$1.02M	Hold	1,556	–	–	0.31%	73
2025 Q4	$1.07M	Sell	1,556 -233	-13%	-$158K	0.31%	69
2025 Q3	$1.2M	Buy	1,789 +233	+15%	+$150K	0.35%	64
2025 Q2	$966K	Hold	1,556	–	–	0.34%	75
2025 Q1	$874K	Hold	1,556	–	–	0.33%	72
2024 Q4	$916K	Hold	1,556	–	–	0.34%	69
2024 Q3	$898K	Hold	1,556	–	–	0.34%	71
2024 Q2	$851K	Hold	1,556	–	–	0.33%	72
2024 Q1	$818K	Hold	1,556	–	–	0.34%	74
2023 Q4	$743K	Hold	1,556	–	–	0.32%	72
2023 Q3	$671K	Hold	1,556	–	–	0.32%	67
2023 Q2	$694K	Hold	1,556	–	–	0.32%	67
2023 Q1	$640K	Buy	+1,556	New	+$624K	0.32%	69

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

Ceeto Capital Group's IVV Position: Q1 2026 in Review

Ceeto Capital Group held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,556 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #73.

Ceeto Capital Group first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Ceeto Capital Group held 1,556 shares of iShares Core S&P 500 ETF worth $1.02M as of Q1 2026.
Ceeto Capital Group left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.31% of Ceeto Capital Group's portfolio in Q1 2026, its #73 holding.
Ceeto Capital Group first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Ceeto Capital Group's iShares Core S&P 500 ETF position peaked at $1.2M in Q3 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ceeto Capital Group's 13F filing for Q1 2026, filed 14 May 2026.