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

Cultivar Capital’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 		– Sell
-532
Closed -$348K – 42
2026
Q1 		$348K Buy
+532
New +$363K 0.22% 26

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Cultivar Capital's IVV Position: Q2 2026 in Review

Cultivar Capital sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 532 shares — an estimated $348K sold.

Cultivar Capital first reported a position in IVV in Q1 2026 and held it in 1 quarter. The position peaked at $348K in Q1 2026. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cultivar Capital reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Cultivar Capital sold 532 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $348K.
  • Cultivar Capital first reported a position in iShares Core S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • Cultivar Capital's iShares Core S&P 500 ETF position peaked at $348K in Q1 2026.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cultivar Capital's 13F filing for Q2 2026, filed 8 Jul 2026.