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

Family Capital Trust’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	$579K	Buy	773 +18	+2%	+$13.1K	0.19%	51
2026 Q1	$493K	Buy	755 +2	+0.3%	+$1.37K	0.18%	48
2025 Q4	$516K	Sell	753 -10	-1%	-$6.79K	0.17%	44
2025 Q3	$511K	Buy	763 +127	+20%	+$81.8K	0.17%	41
2025 Q2	$395K	Sell	636 -4	-0.6%	-$2.3K	0.14%	41
2025 Q1	$360K	Sell	640 -229	-26%	-$135K	0.13%	44
2024 Q4	$512K	Hold	869	–	–	0.17%	34
2024 Q3	$501K	Hold	869	–	–	0.16%	35
2024 Q2	$476K	Sell	869 -15	-2%	-$7.89K	0.16%	34
2024 Q1	$465K	Sell	884 -68	-7%	-$34K	0.16%	35
2023 Q4	$455K	Buy	952 +214	+29%	+$95.8K	0.14%	38
2023 Q3	$317K	Buy	738 +280	+61%	+$125K	0.11%	36
2023 Q2	$204K	Hold	458	–	–	0.07%	42
2023 Q1	$188K	Buy	458 +52	+13%	+$20.8K	0.07%	42
2022 Q4	$156K	Hold	406	–	–	0.06%	43
2022 Q3	$146K	Buy	406 +21	+5%	+$8.39K	0.07%	43
2022 Q2	$146K	Sell	385 -649	-63%	-$267K	0.06%	46
2022 Q1	$469K	Sell	1,034 -11,522	-92%	-$5.15M	0.15%	34
2021 Q4	$5.99M	Sell	12,556 -77	-0.6%	-$35.5K	1.67%	20
2021 Q3	$5.44M	Sell	12,633 -46	-0.4%	-$20.4K	1.55%	22
2021 Q2	$5.45M	Buy	12,679 +28	+0.2%	+$11.7K	1.54%	22
2021 Q1	$5.03M	Sell	12,651 -129	-1%	-$49.9K	1.58%	21
2020 Q4	$4.8M	Buy	12,780 +104	+0.8%	+$37K	1.48%	23
2020 Q3	$4.26M	Sell	12,676 -517	-4%	-$172K	1.39%	23
2020 Q2	$4.09M	Buy	13,193 +228	+2%	+$66.9K	1.46%	21
2020 Q1	$3.84M	Sell	12,965 -32	-0.2%	-$9.81K	1.5%	23
2019 Q4	$4.2M	Sell	12,997 -121	-0.9%	-$37.4K	1.58%	22
2019 Q3	$3.92M	Buy	13,118 +107	+0.8%	+$31.8K	1.61%	23
2019 Q2	$3.83M	Buy	13,011 +287	+2%	+$83.2K	1.54%	23
2019 Q1	$3.62M	Buy	12,724 +137	+1%	+$37.5K	1.53%	23
2018 Q4	$3.17M	Sell	12,587 -248	-2%	-$67.3K	1.53%	22
2018 Q3	$3.76M	Sell	12,835 -378	-3%	-$108K	1.57%	21
2018 Q2	$3.61M	Buy	13,213 +56	+0.4%	+$15.2K	1.6%	21
2018 Q1	$3.49M	Buy	13,157 +4,358	+50%	+$1.2M	1.59%	22
2017 Q4	$2.37M	Buy	8,799 +8,241	+1,477%	+$2.16M	1.11%	25
2017 Q3	$141K	Sell	558 -3	-0.5%	-$745	0.07%	41
2017 Q2	$137K	Hold	561	–	–	0.07%	41
2017 Q1	$134K	Buy	561 +70	+14%	+$16.4K	0.07%	41
2016 Q4	$110K	Buy	491 +10	+2%	+$2.2K	0.06%	48
2016 Q3	$105K	Hold	481	–	–	0.06%	52
2016 Q2	$101K	Buy	481 +114	+31%	+$23.8K	0.06%	49
2016 Q1	$76K	Sell	367 -27,057	-99%	-$5.31M	0.04%	56
2015 Q4	$5.62M	Sell	27,424 -24,747	-47%	-$5.11M	3.07%	7
2015 Q3	$10.1M	Buy	52,171 +52,131	+130,328%	+$10.6M	5.83%	3
2015 Q2	$8K	Hold	40	–	–	﹤0.01%	103
2015 Q1	$8K	Hold	40	–	–	﹤0.01%	77
2014 Q4	$8K	Hold	40	–	–	﹤0.01%	91
2014 Q3	$8K	Hold	40	–	–	﹤0.01%	82
2014 Q2	$8K	Sell	40 -195	-83%	-$37.3K	﹤0.01%	83
2014 Q1	$44K	Hold	235	–	–	0.02%	80
2013 Q4	$44K	Hold	235	–	–	0.02%	79
2013 Q3	$40K	Hold	235	–	–	0.02%	84
2013 Q2	$38K	Buy	+235	New	+$38.1K	0.02%	87

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Family Capital Trust's IVV Position: Q2 2026 in Review

Family Capital Trust increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q2 2026, buying an estimated $13.1K and bringing the position to 773 shares worth $579K. The position accounts for 0.19% of the portfolio, ranked #51.

Family Capital Trust first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q3 2015. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Family Capital Trust held 773 shares of iShares Core S&P 500 ETF worth $579K as of Q2 2026.
Family Capital Trust bought 18 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.1K.
iShares Core S&P 500 ETF made up 0.19% of Family Capital Trust's portfolio in Q2 2026, its #51 holding.
Family Capital Trust first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
Family Capital Trust's iShares Core S&P 500 ETF position peaked at $10.1M in Q3 2015.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.