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

Firestone Capital 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 		$3.38M Buy
4,508
+288
+7% +$210K 0.63% 32
2026
Q1 		$2.76M Sell
4,220
-793
-16% -$542K 0.57% 37
2025
Q4 		$3.43M Buy
5,013
+77
+2% +$52.3K 0.73% 32
2025
Q3 		$3.3M Buy
4,936
+490
+11% +$316K 0.71% 33
2025
Q2 		$2.76M Buy
4,446
+61
+1% +$35K 0.65% 34
2025
Q1 		$2.46M Buy
4,385
+14
+0.3% +$8.27K 0.65% 32
2024
Q4 		$2.57M Buy
4,371
+195
+5% +$115K 0.64% 32
2024
Q3 		$2.41M Buy
4,176
+239
+6% +$133K 0.6% 35
2024
Q2 		$2.15M Buy
3,937
+171
+5% +$89.9K 0.59% 36
2024
Q1 		$1.98M Buy
3,766
+107
+3% +$53.5K 0.55% 38
2023
Q4 		$1.75M Buy
3,659
+427
+13% +$191K 0.54% 38
2023
Q3 		$1.39M Buy
3,232
+808
+33% +$361K 0.47% 41
2023
Q2 		$1.1M Sell
2,424
-126
-5% -$53.1K 0.36% 48
2023
Q1 		$1.05M Sell
2,550
-51
-2% -$20.4K 0.38% 43
2022
Q4 		$999K Sell
2,601
-207
-7% -$79.9K 0.37% 44
2022
Q3 		$1.01M Buy
2,808
+1,475
+111% +$589K 0.41% 45
2022
Q2 		$505K Buy
1,333
+235
+21% +$96.7K 0.2% 61
2022
Q1 		$498K Sell
1,098
-107
-9% -$47.9K 0.16% 65
2021
Q4 		$575K Buy
1,205
+4
+0.3% +$1.84K 0.18% 61
2021
Q3 		$516K Hold
1,201
– – 0.17% 61
2021
Q2 		$516K Buy
1,201
+7
+0.6% +$2.93K 0.19% 61
2021
Q1 		$475K Buy
1,194
+255
+27% +$98.7K 0.17% 64
2020
Q4 		$352K Buy
939
+150
+19% +$53.4K 0.13% 76
2020
Q3 		$265K Buy
789
+26
+3% +$8.65K 0.12% 77
2020
Q2 		$236K Buy
763
+8
+1% +$2.35K 0.11% 78
2020
Q1 		$195K Buy
755
+102
+16% +$31.3K 0.1% 79
2019
Q4 		$211K Buy
+653
New +$202K 0.09% 92

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Firestone Capital Management's IVV Position: Q2 2026 in Review

Firestone Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, buying an estimated $210K and bringing the position to 4,508 shares worth $3.38M. The position accounts for 0.63% of the portfolio, ranked #32.

Firestone Capital Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.43M in Q4 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Firestone Capital Management held 4,508 shares of iShares Core S&P 500 ETF worth $3.38M as of Q2 2026.
  • Firestone Capital Management bought 288 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $210K.
  • iShares Core S&P 500 ETF made up 0.63% of Firestone Capital Management's portfolio in Q2 2026, its #32 holding.
  • Firestone Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Firestone Capital Management's iShares Core S&P 500 ETF position peaked at $3.43M in Q4 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.