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

Destiny 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	$30.7M	Buy	41,038 +622	+2%	+$453K	14.29%	2
2026 Q1	$26.4M	Buy	40,416 +661	+2%	+$451K	14.07%	2
2025 Q4	$27.2M	Buy	39,755 +1,333	+3%	+$905K	14.01%	2
2025 Q3	$25.7M	Buy	38,422 +2,445	+7%	+$1.57M	14.02%	2
2025 Q2	$22.3M	Buy	35,977 +2,615	+8%	+$1.5M	13.47%	2
2025 Q1	$18.7M	Buy	33,362 +2,488	+8%	+$1.47M	12.78%	2
2024 Q4	$18.2M	Buy	30,874 +634	+2%	+$375K	11.03%	2
2024 Q3	$17.3M	Buy	30,240 +3,233	+12%	+$1.8M	10.73%	2
2024 Q2	$14.8M	Buy	27,007 +71	+0.3%	+$37.3K	10.1%	2
2024 Q1	$14.2M	Buy	26,936 +594	+2%	+$297K	9.87%	3
2023 Q4	$12.6M	Buy	+26,342	New	+$11.8M	8.78%	3
2023 Q2	$10.2M	Buy	22,833 +1,824	+9%	+$769K	7.93%	5
2023 Q1	$8.64M	Buy	21,009 +947	+5%	+$380K	7.03%	5
2022 Q4	$8.21M	Buy	+20,062	New	+$7.74M	6.75%	5

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Destiny Capital's IVV Position: Q2 2026 in Review

Destiny Capital increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, buying an estimated $453K and bringing the position to 41,038 shares worth $30.7M. The position accounts for 14.29% of the portfolio, ranked #2.

Destiny Capital first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Destiny Capital held 41,038 shares of iShares Core S&P 500 ETF worth $30.7M as of Q2 2026.
Destiny Capital bought 622 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $453K.
iShares Core S&P 500 ETF made up 14.29% of Destiny Capital's portfolio in Q2 2026, its #2 holding.
Destiny Capital first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.