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

Citrine Capital’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	$345K	Buy	461 +19	+4%	+$13.8K	0.13%	41
2026 Q1	$289K	Hold	442	–	–	0.13%	44
2025 Q4	$303K	Hold	442	–	–	0.14%	35
2025 Q3	$296K	Hold	442	–	–	0.14%	36
2025 Q2	$274K	Sell	442 -27	-6%	-$15.5K	0.15%	38
2025 Q1	$264K	Hold	469	–	–	0.16%	35
2024 Q4	$276K	Buy	+469	New	+$278K	0.2%	34

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

Citrine Capital's IVV Position: Q2 2026 in Review

Citrine Capital increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q2 2026, buying an estimated $13.8K and bringing the position to 461 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #41.

Citrine Capital first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Citrine Capital held 461 shares of iShares Core S&P 500 ETF worth $345K as of Q2 2026.
Citrine Capital bought 19 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.8K.
iShares Core S&P 500 ETF made up 0.13% of Citrine Capital's portfolio in Q2 2026, its #41 holding.
Citrine Capital first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.