Crew Capital Management
IVV icon

Crew Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Crew Capital Management’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
Q3 		$1.24M Sell
1,622
-290
-15% -$221K 0.65% 47
2026
Q2 		$1.43M Sell
1,912
-105
-5% -$76.5K 0.78% 38
2026
Q1 		$1.32M Buy
2,017
+1
+0% +$683 0.87% 34
2025
Q4 		$1.38M Sell
2,016
-57
-3% -$38.7K 0.87% 33
2025
Q3 		$1.39M Sell
2,073
-94
-4% -$60.5K 0.93% 27
2025
Q2 		$1.35M Sell
2,167
-160
-7% -$91.9K 0.96% 26
2025
Q1 		$1.31M Buy
2,327
+188
+9% +$111K 1.07% 18
2024
Q4 		$1.26M Sell
2,139
-7
-0.3% -$4.14K 1.04% 20
2024
Q3 		$1.24M Sell
2,146
-670
-24% -$373K 0.99% 20
2024
Q2 		$1.54M Sell
2,816
-19
-0.7% -$10K 1.23% 14
2024
Q1 		$1.49M Buy
2,835
+110
+4% +$55K 1.21% 16
2023
Q4 		$1.3M Sell
2,725
-40
-1% -$17.9K 1.32% 16
2023
Q3 		$1.19M Sell
2,765
-55
-2% -$24.6K 1.28% 19
2023
Q2 		$1.26M Sell
2,820
-242
-8% -$102K 1.43% 20
2023
Q1 		$1.26M Sell
3,062
-226
-7% -$90.6K 1.81% 14
2022
Q4 		$1.26M Sell
3,288
-569
-15% -$220K 1.81% 14
2022
Q3 		$1.38M Buy
3,857
+386
+11% +$154K 1.88% 16
2022
Q2 		$1.32M Sell
3,471
-1
-0% -$411 1.65% 16
2022
Q1 		$1.58M Buy
3,472
+37
+1% +$16.5K 1.52% 18
2021
Q4 		$1.64M Buy
3,435
+506
+17% +$233K 1.39% 21
2021
Q3 		$1.26M Sell
2,929
-48
-2% -$21.3K 1.17% 25
2021
Q2 		$1.28M Sell
2,977
-63
-2% -$26.4K 1.2% 24
2021
Q1 		$1.21M Buy
+3,040
New +$1.18M 1.21% 23

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crew Capital Management's IVV Position: Q3 2026 in Review

Crew Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q3 2026, selling an estimated $221K and leaving 1,622 shares worth $1.24M. The position accounts for 0.65% of the portfolio, ranked #47.

Crew Capital Management first reported a position in IVV in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.64M in Q4 2021. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Crew Capital Management held 1,622 shares of iShares Core S&P 500 ETF worth $1.24M as of Q3 2026.
  • Crew Capital Management sold 290 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $221K.
  • iShares Core S&P 500 ETF made up 0.65% of Crew Capital Management's portfolio in Q3 2026, its #47 holding.
  • Crew Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 23 quarters since.
  • Crew Capital Management's iShares Core S&P 500 ETF position peaked at $1.64M in Q4 2021.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.