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 Q2	$1.08M	Buy	1,447 +261	+22%	+$190K	0.06%	106
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Fairview Capital Investment Management's IVV Position: Q2 2026 in Review

Fairview Capital Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, buying an estimated $190K and bringing the position to 1,447 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #106.

Fairview Capital Investment Management first reported a position in IVV in Q4 2017 and has held it in 11 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Fairview Capital Investment Management held 1,447 shares of iShares Core S&P 500 ETF worth $1.08M as of Q2 2026.
Fairview Capital Investment Management bought 261 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $190K.
iShares Core S&P 500 ETF made up 0.06% of Fairview Capital Investment Management's portfolio in Q2 2026, its #106 holding.
Fairview Capital Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 11 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.