ECML
IVV icon

Eagle Capital Management (Louisiana)’s iShares Core S&P 500 ETF IVV Stock Holding History

Eagle Capital Management (Louisiana)’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 		$362K Sell
484
-54
-10% -$39.3K 0.12% 42
2026
Q1 		$351K Buy
+538
New +$367K 0.14% 42

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
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

Eagle Capital Management (Louisiana)'s IVV Position: Q2 2026 in Review

Eagle Capital Management (Louisiana) reduced its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, selling an estimated $39.3K and leaving 484 shares worth $362K. The position accounts for 0.12% of the portfolio, ranked #42.

Eagle Capital Management (Louisiana) first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 2,060 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Eagle Capital Management (Louisiana) held 484 shares of iShares Core S&P 500 ETF worth $362K as of Q2 2026.
  • Eagle Capital Management (Louisiana) sold 54 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $39.3K.
  • iShares Core S&P 500 ETF made up 0.12% of Eagle Capital Management (Louisiana)'s portfolio in Q2 2026, its #42 holding.
  • Eagle Capital Management (Louisiana) first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,060 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q2 2026, filed 13 Jul 2026.