Courage Miller Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.26M | Sell |
4,351
-81
| -2% | -$59K | 0.86% | 21 |
|
|
2026
Q1 | $2.9M | Buy |
4,432
+1
| +0% | +$683 | 0.82% | 22 |
|
|
2025
Q4 | $3.04M | Sell |
4,431
-27
| -0.6% | -$18.3K | 0.91% | 19 |
|
|
2025
Q3 | $2.98M | Sell |
4,458
-195
| -4% | -$126K | 0.89% | 19 |
|
|
2025
Q2 | $2.89M | Buy |
4,653
+138
| +3% | +$79.2K | 0.92% | 19 |
|
|
2025
Q1 | $2.54M | Sell |
4,515
-15
| -0.3% | -$8.86K | 0.86% | 19 |
|
|
2024
Q4 | $2.67M | Sell |
4,530
-22
| -0.5% | -$13K | 0.91% | 19 |
|
|
2024
Q3 | $2.63M | Sell |
4,552
-174
| -4% | -$96.7K | 0.88% | 19 |
|
|
2024
Q2 | $2.59M | Sell |
4,726
-5
| -0.1% | -$2.63K | 0.93% | 19 |
|
|
2024
Q1 | $2.49M | Sell |
4,731
-214
| -4% | -$107K | 0.86% | 21 |
|
|
2023
Q4 | $2.36M | Sell |
4,945
-206
| -4% | -$92.2K | 0.89% | 20 |
|
|
2023
Q3 | $2.21M | Sell |
5,151
-56
| -1% | -$25K | 0.91% | 19 |
|
|
2023
Q2 | $2.32M | Sell |
5,207
-850
| -14% | -$358K | 0.97% | 20 |
|
|
2023
Q1 | $2.49M | Buy |
6,057
+456
| +8% | +$183K | 1.05% | 19 |
|
|
2022
Q4 | $2.15M | Sell |
5,601
-237
| -4% | -$91.5K | 0.99% | 20 |
|
|
2022
Q3 | $2.09M | Buy |
5,838
+7
| +0.1% | +$2.79K | 1.06% | 19 |
|
|
2022
Q2 | $2.21M | Sell |
5,831
-340
| -6% | -$140K | 1.05% | 19 |
|
|
2022
Q1 | $2.8M | Buy |
6,171
+46
| +0.8% | +$20.6K | 1.11% | 18 |
|
|
2021
Q4 | $2.92M | Sell |
6,125
-406
| -6% | -$187K | 1.11% | 20 |
|
|
2021
Q3 | $2.81M | Sell |
6,531
-616
| -9% | -$273K | 1.13% | 21 |
|
|
2021
Q2 | $3.07M | Buy |
7,147
+130
| +2% | +$54.5K | 1.26% | 20 |
|
|
2021
Q1 | $2.79M | Sell |
7,017
-8
| -0.1% | -$3.1K | 1.21% | 21 |
|
|
2020
Q4 | $2.64M | Sell |
7,025
-261
| -4% | -$92.9K | 1.21% | 22 |
|
|
2020
Q3 | $2.26M | Hold |
7,286
| – | – | 1.21% | 22 |
|
|
2020
Q2 | $2.26M | Sell |
7,286
-9
| -0.1% | -$2.64K | 1.21% | 22 |
|
|
2020
Q1 | $1.89M | Sell |
7,295
-253
| -3% | -$77.5K | 1.16% | 23 |
|
|
2019
Q4 | $2.44M | Buy |
7,548
+17
| +0.2% | +$5.26K | 1.25% | 21 |
|
|
2019
Q3 | $2.25M | Sell |
7,531
-232
| -3% | -$69K | 1.24% | 21 |
|
|
2019
Q2 | $2.29M | Buy |
7,763
+106
| +1% | +$30.7K | 1.26% | 22 |
|
|
2019
Q1 | $2.18M | Buy |
7,657
+103
| +1% | +$28.2K | 1.23% | 24 |
|
|
2018
Q4 | $1.9M | Buy |
7,554
+47
| +0.6% | +$12.8K | 1.13% | 27 |
|
|
2018
Q3 | $2.2M | Buy |
7,507
+20
| +0.3% | +$5.74K | 1.27% | 26 |
|
|
2018
Q2 | $2.04M | Buy |
7,487
+278
| +4% | +$75.6K | 1.21% | 26 |
|
|
2018
Q1 | $1.91M | Sell |
7,209
-117
| -2% | -$32.2K | 1.16% | 27 |
|
|
2017
Q4 | $1.97M | Sell |
7,326
-103
| -1% | -$27K | 1.19% | 27 |
|
|
2017
Q3 | $1.88M | Sell |
7,429
-434
| -6% | -$108K | 1.18% | 28 |
|
|
2017
Q2 | $1.91M | Sell |
7,863
-5
| -0.1% | -$1.21K | 1.26% | 27 |
|
|
2017
Q1 | $1.87M | Buy |
7,868
+1,518
| +24% | +$355K | 1.29% | 27 |
|
|
2016
Q4 | $1.43M | Buy |
6,350
+97
| +2% | +$21.3K | 1% | 33 |
|
|
2016
Q3 | $1.36M | Buy |
6,253
+6
| +0.1% | +$1.3K | 0.94% | 35 |
|
|
2016
Q2 | $1.31M | Sell |
6,247
-1,598
| -20% | -$333K | 0.94% | 36 |
|
|
2016
Q1 | $1.62M | Buy |
7,845
+40
| +0.5% | +$7.85K | 1.13% | 32 |
|
|
2015
Q4 | $1.6M | Buy |
7,805
+1,682
| +27% | +$347K | 1.1% | 33 |
|
|
2015
Q3 | $1.18M | Buy |
6,123
+1,274
| +26% | +$260K | 0.88% | 39 |
|
|
2015
Q2 | $1M | Buy |
4,849
+291
| +6% | +$61.6K | 0.75% | 40 |
|
|
2015
Q1 | $947K | Buy |
4,558
+2,713
| +147% | +$564K | 0.71% | 40 |
|
|
2014
Q4 | $382K | Sell |
1,845
-19
| -1% | -$3.85K | 0.32% | 45 |
|
|
2014
Q3 | $370K | Buy |
1,864
+106
| +6% | +$21.1K | 0.29% | 46 |
|
|
2014
Q2 | $346K | Sell |
1,758
-35
| -2% | -$6.7K | 0.25% | 51 |
|
|
2014
Q1 | $337K | Buy |
+1,793
| New | +$331K | 0.26% | 47 |
|
Other funds holding IVV
PAS
JIC
NFA
GT
Courage Miller Partners's IVV Position: Q2 2026 in Review
Courage Miller Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, selling an estimated $59K and leaving 4,351 shares worth $3.26M. The position accounts for 0.86% of the portfolio, ranked #21.
Courage Miller Partners first reported a position in IVV in Q1 2014 and has held it in 50 quarters since. 2,060 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Courage Miller Partners held 4,351 shares of iShares Core S&P 500 ETF worth $3.26M as of Q2 2026.
- Courage Miller Partners sold 81 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $59K.
- iShares Core S&P 500 ETF made up 0.86% of Courage Miller Partners's portfolio in Q2 2026, its #21 holding.
- Courage Miller Partners first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 50 quarters since.
- 2,060 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.