Davidson Kahn Capital Management
IVV icon

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

Davidson Kahn 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 		$222K Buy
289
+17
+6% +$13K 0.09% 65
2026
Q2 		$203K Buy
+272
New +$198K 0.09% 69

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Davidson Kahn Capital Management's IVV Position: Q3 2026 in Review

Davidson Kahn Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q3 2026, buying an estimated $13K and bringing the position to 289 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #65.

Davidson Kahn Capital Management first reported a position in IVV in Q2 2026 and has held it in 2 quarters since. 1,749 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Davidson Kahn Capital Management held 289 shares of iShares Core S&P 500 ETF worth $222K as of Q3 2026.
  • Davidson Kahn Capital Management bought 17 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $13K.
  • iShares Core S&P 500 ETF made up 0.09% of Davidson Kahn Capital Management's portfolio in Q3 2026, its #65 holding.
  • Davidson Kahn Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.