Chesapeake Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Chesapeake Wealth Management's IVV Position: Q1 2026 in Review
Chesapeake Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.2% in Q1 2026, buying an estimated $557K and bringing the position to 16,478 shares worth $10.8M. The position accounts for 3.3% of the portfolio, ranked #4.
Chesapeake Wealth Management first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Chesapeake Wealth Management held 16,478 shares of iShares Core S&P 500 ETF worth $10.8M as of Q1 2026.
- Chesapeake Wealth Management bought 816 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $557K.
- iShares Core S&P 500 ETF made up 3.3% of Chesapeake Wealth Management's portfolio in Q1 2026, its #4 holding.
- Chesapeake Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.