Creative Capital Management Investments’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
Q1
$84.3K Hold
129
0.02% 98
2025
Q4
$88.4K Hold
129
0.03% 92
2025
Q3
$86.3K Hold
129
0.03% 92
2025
Q2
$80.1K Buy
+129
New +$74.1K 0.03% 92

Other funds holding IVV

Creative Capital Management Investments's IVV Position: Q1 2026 in Review

Creative Capital Management Investments held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 129 shares worth $84.3K. The position accounts for 0.02% of the portfolio, ranked #98.

Creative Capital Management Investments first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $88.4K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Creative Capital Management Investments held 129 shares of iShares Core S&P 500 ETF worth $84.3K as of Q1 2026.
  • Creative Capital Management Investments left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.02% of Creative Capital Management Investments's portfolio in Q1 2026, its #98 holding.
  • Creative Capital Management Investments first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Creative Capital Management Investments's iShares Core S&P 500 ETF position peaked at $88.4K in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.