GVCM
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Global View Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Global View 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 		$1.73M Buy
2,309
+515
+29% +$375K 0.36% 29
2026
Q1 		$1.17M Sell
1,794
-10,692
-86% -$7.3M 0.31% 40
2025
Q4 		$8.55M Buy
12,486
+5,966
+92% +$4.05M 1.59% 8
2025
Q3 		$4.36M Buy
6,520
+363
+6% +$234K 0.93% 12
2025
Q2 		$3.82M Buy
6,157
+4,196
+214% +$2.41M 1.22% 10
2025
Q1 		$1.1M Sell
1,961
-4,106
-68% -$2.42M 0.4% 33
2024
Q4 		$3.56M Buy
+6,067
New +$3.59M 1.25% 12

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

Global View Capital Management's IVV Position: Q2 2026 in Review

Global View Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 29% in Q2 2026, buying an estimated $375K and bringing the position to 2,309 shares worth $1.73M. The position accounts for 0.36% of the portfolio, ranked #29.

Global View Capital Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.55M in Q4 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Global View Capital Management held 2,309 shares of iShares Core S&P 500 ETF worth $1.73M as of Q2 2026.
  • Global View Capital Management bought 515 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $375K.
  • iShares Core S&P 500 ETF made up 0.36% of Global View Capital Management's portfolio in Q2 2026, its #29 holding.
  • Global View Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Global View Capital Management's iShares Core S&P 500 ETF position peaked at $8.55M in Q4 2025.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.