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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.8M Buy
16,478
+816
+5% +$557K 3.3% 4
2025
Q4
$10.7M Buy
15,662
+1,568
+11% +$1.06M 3.2% 6
2025
Q3
$9.43M Buy
14,094
+2,759
+24% +$1.78M 2.88% 7
2025
Q2
$7.04M Buy
11,335
+114
+1% +$65.5K 2.35% 8
2025
Q1
$6.31M Buy
11,221
+2,012
+22% +$1.19M 2.25% 9
2024
Q4
$5.42M Sell
9,209
-172
-2% -$102K 1.86% 13
2024
Q3
$5.41M Buy
9,381
+3,450
+58% +$1.92M 1.85% 13
2024
Q2
$3.25M Buy
5,931
+724
+14% +$381K 1.18% 22
2024
Q1
$2.74M Buy
5,207
+2,450
+89% +$1.23M 1% 31
2023
Q4
$1.32M Buy
2,757
+1,753
+175% +$785K 0.51% 59
2023
Q3
$431K Buy
1,004
+441
+78% +$197K 0.18% 104
2023
Q2
$251K Buy
+563
New +$237K 0.1% 141

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.