CFO
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CVA Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

CVA Family Office’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 		$27.3M Buy
36,481
+94
+0.3% +$68.5K 2.47% 8
2026
Q1 		$23.8M Buy
36,387
+879
+2% +$600K 2.5% 7
2025
Q4 		$24.3M Buy
35,508
+165
+0.5% +$112K 2.8% 8
2025
Q3 		$23.7M Buy
35,343
+202
+0.6% +$130K 3.04% 5
2025
Q2 		$21.8M Sell
35,141
-426
-1% -$245K 3.07% 5
2025
Q1 		$20M Buy
35,567
+1,132
+3% +$668K 3.06% 5
2024
Q4 		$20.3M Buy
34,435
+428
+1% +$253K 3.21% 5
2024
Q3 		$19.6M Buy
34,007
+1,485
+5% +$826K 3.18% 5
2024
Q2 		$17.8M Buy
32,522
+578
+2% +$304K 3.2% 5
2024
Q1 		$16.8M Buy
31,944
+571
+2% +$286K 3% 5
2023
Q4 		$15M Buy
31,373
+897
+3% +$401K 2.92% 6
2023
Q3 		$13.1M Buy
30,476
+1,190
+4% +$532K 2.99% 6
2023
Q2 		$13.1M Sell
29,286
-1,757
-6% -$740K 2.74% 6
2023
Q1 		$12.8M Sell
31,043
-102
-0.3% -$40.9K 2.85% 5
2022
Q4 		$12M Sell
31,145
-474
-1% -$183K 2.9% 4
2022
Q3 		$11.3M Sell
31,619
-1,180
-4% -$471K 3.08% 3
2022
Q2 		$12.4M Sell
32,799
-3,058
-9% -$1.26M 3.38% 3
2022
Q1 		$16.3M Sell
35,857
-1,401
-4% -$627K 3.89% 3
2021
Q4 		$17.8M Buy
37,258
+4,986
+15% +$2.3M 4.42% 3
2021
Q3 		$10.8M Sell
32,272
-3,930
-11% -$1.74M 7.84% 1
2021
Q2 		$15.6M Buy
36,202
+73
+0.2% +$30.6K 4.43% 3
2021
Q1 		$14.4M Buy
36,129
+3,608
+11% +$1.4M 5.45% 3
2020
Q4 		$12.2M Buy
32,521
+249
+0.8% +$88.6K 7.5% 1
2020
Q3 		$10.8M Buy
32,272
+291
+0.9% +$96.8K 7.84% 1
2020
Q2 		$9.9M Sell
31,981
-564
-2% -$166K 8.14% 1
2020
Q1 		$8.41M Sell
32,545
-4,397
-12% -$1.35M 8.54% 1
2019
Q4 		$11.9M Buy
+36,942
New +$11.4M 11.01% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

CVA Family Office's IVV Position: Q2 2026 in Review

CVA Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q2 2026, buying an estimated $68.5K and bringing the position to 36,481 shares worth $27.3M. The position accounts for 2.47% of the portfolio, ranked #8.

CVA Family Office first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • CVA Family Office held 36,481 shares of iShares Core S&P 500 ETF worth $27.3M as of Q2 2026.
  • CVA Family Office bought 94 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $68.5K.
  • iShares Core S&P 500 ETF made up 2.47% of CVA Family Office's portfolio in Q2 2026, its #8 holding.
  • CVA Family Office first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.