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

Fielder Capital Group’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	$265K	Buy	354 +28	+9%	+$20.4K	0.06%	240
2026 Q1	$213K	Sell	326 -355	-52%	-$242K	0.05%	269
2025 Q4	$466K	Hold	681	–	–	0.1%	123
2025 Q3	$456K	Sell	681 -7	-1%	-$4.51K	0.1%	118
2025 Q2	$427K	Sell	688 -23	-3%	-$13.2K	0.11%	116
2025 Q1	$399K	Hold	711	–	–	0.12%	117
2024 Q4	$418K	Hold	711	–	–	0.13%	113
2024 Q3	$410K	Hold	711	–	–	0.14%	106
2024 Q2	$389K	Hold	711	–	–	0.15%	94
2024 Q1	$374K	Buy	+711	New	+$356K	0.17%	91

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

Fielder Capital Group's IVV Position: Q2 2026 in Review

Fielder Capital Group increased its iShares Core S&P 500 ETF (IVV) stake by 8.6% in Q2 2026, buying an estimated $20.4K and bringing the position to 354 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #240.

Fielder Capital Group first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $466K in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Fielder Capital Group held 354 shares of iShares Core S&P 500 ETF worth $265K as of Q2 2026.
Fielder Capital Group bought 28 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.4K.
iShares Core S&P 500 ETF made up 0.06% of Fielder Capital Group's portfolio in Q2 2026, its #240 holding.
Fielder Capital Group first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Fielder Capital Group's iShares Core S&P 500 ETF position peaked at $466K in Q4 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.