CPWA LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

CPWA LLC’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	$291K	Buy	389 +1	+0.3%	+$728	0.34%	68
2026 Q1	$288K	Buy	+388	New	+$265K	0.34%	67

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

CPWA LLC's IVV Position: Q2 2026 in Review

CPWA LLC increased its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q2 2026, buying an estimated $728 and bringing the position to 389 shares worth $291K. The position accounts for 0.34% of the portfolio, ranked #68.

CPWA LLC first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,079 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

CPWA LLC held 389 shares of iShares Core S&P 500 ETF worth $291K as of Q2 2026.
CPWA LLC bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.34% of CPWA LLC's portfolio in Q2 2026, its #68 holding.
CPWA LLC first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
4,079 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.