Fairview Capital Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Fairview Capital Investment 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 Q1	$775K	Buy	1,186 +27	+2%	+$18.4K	0.04%	115
2025 Q4	$794K	Buy	1,159 +15	+1%	+$10.2K	0.04%	105
2025 Q3	$766K	Buy	1,144 +320	+39%	+$206K	0.04%	109
2025 Q2	$512K	Hold	824	–	–	0.03%	116
2025 Q1	$463K	Buy	+824	New	+$487K	0.02%	119
2022 Q1	–	Sell	-595	Closed	-$283K	–	133
2021 Q4	$283K	Buy	+595	New	+$274K	0.02%	118
2018 Q4	–	Sell	-892	Closed	-$261K	–	143
2018 Q3	$261K	Sell	892 -340	-28%	-$97.5K	0.01%	128
2018 Q2	$336K	Buy	1,232 +442	+56%	+$120K	0.02%	107
2018 Q1	$209K	Hold	790	–	–	0.01%	126
2017 Q4	$212K	Buy	+790	New	+$207K	0.01%	119

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fairview Capital Investment Management's IVV Position: Q1 2026 in Review

Fairview Capital Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, buying an estimated $18.4K and bringing the position to 1,186 shares worth $775K. The position accounts for 0.04% of the portfolio, ranked #115.

Fairview Capital Investment Management first reported a position in IVV in Q4 2017 and has held it in 10 quarters since. The position peaked at $794K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Fairview Capital Investment Management held 1,186 shares of iShares Core S&P 500 ETF worth $775K as of Q1 2026.
Fairview Capital Investment Management bought 27 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $18.4K.
iShares Core S&P 500 ETF made up 0.04% of Fairview Capital Investment Management's portfolio in Q1 2026, its #115 holding.
Fairview Capital Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 10 quarters since.
Fairview Capital Investment Management's iShares Core S&P 500 ETF position peaked at $794K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.