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
Q2
$201K Buy
269
+140
+109% +$102K 0.05% 86
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: Q2 2026 in Review

Creative Capital Management Investments increased its iShares Core S&P 500 ETF (IVV) stake by 109% in Q2 2026, buying an estimated $102K and bringing the position to 269 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #86.

Creative Capital Management Investments first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Creative Capital Management Investments held 269 shares of iShares Core S&P 500 ETF worth $201K as of Q2 2026.
  • Creative Capital Management Investments bought 140 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $102K.
  • iShares Core S&P 500 ETF made up 0.05% of Creative Capital Management Investments's portfolio in Q2 2026, its #86 holding.
  • Creative Capital Management Investments first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.