Fogel Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Fogel Capital Management's IVV Position: Q2 2026 in Review
Fogel Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $5.83K and bringing the position to 725 shares worth $543K. The position accounts for 0.22% of the portfolio, ranked #36.
Fogel Capital Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Fogel Capital Management held 725 shares of iShares Core S&P 500 ETF worth $543K as of Q2 2026.
- Fogel Capital Management bought 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
- iShares Core S&P 500 ETF made up 0.22% of Fogel Capital Management's portfolio in Q2 2026, its #36 holding.
- Fogel Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.