Circle Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Circle Wealth Management's IVV Position: Q2 2026 in Review
Circle Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.28% in Q2 2026, buying an estimated $2.23M and bringing the position to 1,091,958 shares worth $818M. The position accounts for 10.27% of the portfolio, ranked #2.
Circle Wealth Management first reported a position in IVV in Q1 2017 and has held it in 19 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Circle Wealth Management held 1,091,958 shares of iShares Core S&P 500 ETF worth $818M as of Q2 2026.
- Circle Wealth Management bought 3,060 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.23M.
- iShares Core S&P 500 ETF made up 10.27% of Circle Wealth Management's portfolio in Q2 2026, its #2 holding.
- Circle Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 19 quarters since.
- 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.