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

Coastwise 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
Q2 		$897K Buy
1,198
+1
+0.1% +$728 0.52% 47
2026
Q1 		$782K Hold
1,197
– – 0.43% 50
2025
Q4 		$820K Buy
1,197
+1
+0.1% +$679 0.41% 53
2025
Q3 		$800K Buy
+1,196
New +$770K 0.56% 46

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Coastwise Capital Group's IVV Position: Q2 2026 in Review

Coastwise Capital Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q2 2026, buying an estimated $728 and bringing the position to 1,198 shares worth $897K. The position accounts for 0.52% of the portfolio, ranked #47.

Coastwise Capital Group first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Coastwise Capital Group held 1,198 shares of iShares Core S&P 500 ETF worth $897K as of Q2 2026.
  • Coastwise Capital Group bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.52% of Coastwise Capital Group's portfolio in Q2 2026, its #47 holding.
  • Coastwise Capital Group first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.