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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
Q2 		$203K Buy
+272
New +$198K 0.09% 69

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NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Davidson Kahn Capital Management's IVV Position: Q2 2026 in Review

Davidson Kahn Capital Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 272 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #69 among its holdings.

1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Davidson Kahn Capital Management held 272 shares of iShares Core S&P 500 ETF worth $203K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Davidson Kahn Capital Management position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.09% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #69 holding.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.