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

Congress Park 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	$26.4M	Buy	35,213 +2,276	+7%	+$1.66M	7.12%	2
2026 Q1	$21.5M	Buy	32,937 +1,813	+6%	+$1.24M	6.61%	2
2025 Q4	$21.3M	Buy	31,124 +1,775	+6%	+$1.21M	6.37%	1
2025 Q3	$19.6M	Buy	29,349 +3,416	+13%	+$2.2M	6.11%	2
2025 Q2	$16.1M	Buy	25,933 +899	+4%	+$516K	5.28%	2
2025 Q1	$14.1M	Buy	25,034 +1,542	+7%	+$911K	5.33%	3
2024 Q4	$13.8M	Buy	23,492 +1,668	+8%	+$987K	5.02%	1
2024 Q3	$12.6M	Buy	21,824 +7,048	+48%	+$3.92M	4.67%	3
2024 Q2	$8.09M	Buy	14,776 +851	+6%	+$447K	3.25%	9
2024 Q1	$7.32M	Buy	13,925 +48	+0.3%	+$24K	3.24%	10
2023 Q4	$6.63M	Buy	13,877 +3,613	+35%	+$1.62M	3.24%	9
2023 Q3	$4.41M	Buy	10,264 +280	+3%	+$125K	2.29%	11
2023 Q2	$4.45M	Buy	9,984 +1,144	+13%	+$482K	2.22%	10
2023 Q1	$3.63M	Buy	8,840 +3,606	+69%	+$1.45M	1.89%	14
2022 Q4	$2.01M	Buy	5,234 +2,034	+64%	+$785K	1.18%	20
2022 Q3	$1.15M	Sell	3,200 -5,975	-65%	-$2.39M	0.66%	38
2022 Q2	$3.48M	Buy	9,175 +2,610	+40%	+$1.07M	2.11%	13
2022 Q1	$2.98M	Buy	6,565 +281	+4%	+$126K	1.49%	16
2021 Q4	$3M	Buy	6,284 +2,589	+70%	+$1.19M	1.48%	18
2021 Q3	$1.59M	Buy	3,695 +176	+5%	+$78K	0.81%	34
2021 Q2	$1.51M	Buy	3,519 +1,081	+44%	+$453K	0.76%	37
2021 Q1	$970K	Sell	2,438 -191	-7%	-$74K	0.54%	54
2020 Q4	$987K	Sell	2,629 -795	-23%	-$283K	0.58%	41
2020 Q3	$1.15M	Sell	3,424 -514	-13%	-$171K	0.71%	37
2020 Q2	$1.22M	Sell	3,938 -276	-7%	-$81K	0.94%	33
2020 Q1	$1.09M	Buy	4,214 +137	+3%	+$42K	0.98%	26
2019 Q4	$1.32M	Buy	4,077 +1,949	+92%	+$603K	0.97%	29
2019 Q3	$635K	Buy	2,128 +367	+21%	+$109K	0.53%	45
2019 Q2	$535K	Buy	1,761 +113	+7%	+$32.7K	0.42%	52
2019 Q1	$469K	Buy	1,648 +604	+58%	+$165K	0.41%	60
2018 Q4	$263K	Buy	1,044 +58	+6%	+$15.8K	0.29%	71
2018 Q3	$289K	Buy	986 +8	+0.8%	+$2.29K	0.26%	84
2018 Q2	$267K	Buy	978 +12	+1%	+$3.26K	0.26%	84
2018 Q1	$256K	Sell	966 -160	-14%	-$44K	0.26%	82
2017 Q4	$303K	Buy	+1,126	New	+$295K	0.31%	78

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Congress Park Capital's IVV Position: Q2 2026 in Review

Congress Park Capital increased its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, buying an estimated $1.66M and bringing the position to 35,213 shares worth $26.4M. The position accounts for 7.12% of the portfolio, ranked #2.

Congress Park Capital first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. 2,067 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Congress Park Capital held 35,213 shares of iShares Core S&P 500 ETF worth $26.4M as of Q2 2026.
Congress Park Capital bought 2,276 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.66M.
iShares Core S&P 500 ETF made up 7.12% of Congress Park Capital's portfolio in Q2 2026, its #2 holding.
Congress Park Capital first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
2,067 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.