Hi-Line Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hi-Line 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	$8.23M	Buy	10,992 +665	+6%	+$484K	2.32%	19
2026 Q1	$6.75M	Buy	10,327 +1,003	+11%	+$685K	2.12%	22
2025 Q4	$6.39M	Sell	9,324 -1,028	-10%	-$698K	2.13%	22
2025 Q3	$6.93M	Buy	10,352 +1,689	+19%	+$1.09M	2.19%	20
2025 Q2	$5.38M	Buy	8,663 +1,756	+25%	+$1.01M	1.9%	23
2025 Q1	$3.88M	Buy	6,907 +797	+13%	+$471K	1.45%	24
2024 Q4	$3.6M	Buy	+6,110	New	+$3.62M	1.57%	25
2023 Q1	–	Sell	-10,175	Closed	-$3.91M	–	42
2022 Q4	$3.91M	Buy	+10,175	New	+$3.93M	1.21%	25

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

Hi-Line Capital Management's IVV Position: Q2 2026 in Review

Hi-Line Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q2 2026, buying an estimated $484K and bringing the position to 10,992 shares worth $8.23M. The position accounts for 2.32% of the portfolio, ranked #19.

Hi-Line Capital Management first reported a position in IVV in Q4 2022 and has held it in 8 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hi-Line Capital Management held 10,992 shares of iShares Core S&P 500 ETF worth $8.23M as of Q2 2026.
Hi-Line Capital Management bought 665 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $484K.
iShares Core S&P 500 ETF made up 2.32% of Hi-Line Capital Management's portfolio in Q2 2026, its #19 holding.
Hi-Line Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hi-Line Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.