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

Cobler Capital Management’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
2025 Q2	$262K	Buy	+2,300	New	+$1.32M	0.26%	40

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cobler Capital Management's IVV Position: Q2 2025 in Review

Cobler Capital Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2025: 2,300 shares worth $262K. The stake represents 0.26% of the portfolio and ranks #40 among its holdings.

3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Cobler Capital Management held 2,300 shares of iShares Core S&P 500 ETF worth $262K as of Q2 2025.
iShares Core S&P 500 ETF was a new Cobler Capital Management position in Q2 2025.
iShares Core S&P 500 ETF made up 0.26% of Cobler Capital Management's portfolio in Q2 2025, its #40 holding.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Cobler Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.