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

Defender 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
2025 Q2	–	Sell	-600	Closed	-$339K	–	40
2025 Q1	$339K	Hold	600	–	–	0.13%	29
2024 Q4	$353K	Hold	600	–	–	0.13%	29
2024 Q3	$346K	Hold	600	–	–	0.11%	27
2024 Q2	$328K	Hold	600	–	–	0.11%	27
2024 Q1	$315K	Buy	+600	New	+$300K	0.11%	28
2023 Q3	–	Sell	-1,179	Closed	-$525K	–	39
2023 Q2	$525K	Hold	1,179	–	–	0.18%	25
2023 Q1	$485K	Hold	1,179	–	–	0.17%	27
2022 Q4	$453K	Hold	1,179	–	–	0.18%	23
2022 Q3	$423K	Hold	1,179	–	–	0.17%	24
2022 Q2	$447K	Hold	1,179	–	–	0.18%	23
2022 Q1	$535K	Hold	1,179	–	–	0.19%	25
2021 Q4	$562K	Hold	1,179	–	–	0.18%	27
2021 Q3	$508K	Hold	1,179	–	–	0.17%	29
2021 Q2	$506K	Buy	1,179 +3	+0.3%	+$1.26K	0.17%	26
2021 Q1	$468K	Buy	1,176 +2	+0.2%	+$774	0.17%	27
2020 Q4	$441K	Hold	1,174	–	–	0.19%	22
2020 Q3	$395K	Hold	1,174	–	–	0.19%	20
2020 Q2	$364K	Buy	+1,174	New	+$345K	0.21%	19

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Defender Capital's IVV Position: Q2 2025 in Review

Defender Capital sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 600 shares — an estimated $339K sold.

Defender Capital first reported a position in IVV in Q2 2020 and held it in 18 quarters. The position peaked at $562K in Q4 2021. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Defender Capital reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Defender Capital sold 600 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $339K.
Defender Capital first reported a position in iShares Core S&P 500 ETF in Q2 2020 and held it in 18 quarters.
Defender Capital's iShares Core S&P 500 ETF position peaked at $562K in Q4 2021.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Defender Capital's 13F filing for Q2 2025, filed 25 Jul 2025.