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Interchange Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Interchange Capital Partners’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 		$8.15M Buy
10,882
+199
+2% +$145K 1.53% 12
2026
Q1 		$6.05M Sell
10,683
-895
-8% -$611K 1.91% 10
2025
Q4 		$7.93M Buy
11,578
+89
+0.8% +$60.4K 1.47% 12
2025
Q3 		$7.69M Buy
11,489
+1,450
+14% +$934K 1.51% 11
2025
Q2 		$6.22M Sell
10,039
-4,168
-29% -$2.39M 1.44% 12
2025
Q1 		$7.98M Buy
14,207
+3,355
+31% +$1.98M 2.24% 7
2024
Q4 		$6.39M Sell
10,852
-1,334
-11% -$790K 2.3% 6
2024
Q3 		$7.03M Sell
12,186
-612
-5% -$340K 2.47% 5
2024
Q2 		$7M Sell
12,798
-2,136
-14% -$1.12M 2.55% 6
2024
Q1 		$7.58M Sell
14,934
-2,729
-15% -$1.37M 5.11% 3
2023
Q4 		$8.46M Buy
17,663
+930
+6% +$416K 6.34% 2
2023
Q3 		$7.19M Buy
16,733
+3,001
+22% +$1.34M 5.71% 2
2023
Q2 		$6.12M Buy
13,732
+3,155
+30% +$1.33M 4.67% 3
2023
Q1 		$4.35M Buy
10,577
+1,045
+11% +$419K 2.36% 7
2022
Q4 		$3.66M Buy
9,532
+960
+11% +$370K 3.73% 3
2022
Q3 		$3.07M Buy
8,572
+2,999
+54% +$1.2M 3.37% 4
2022
Q2 		$2.11M Buy
5,573
+4,634
+494% +$1.91M 2.38% 8
2022
Q1 		$426K Buy
939
+372
+66% +$166K 0.44% 78
2021
Q4 		$270K Buy
+567
New +$261K 0.27% 125
2021
Q1 		– Sell
-631
Closed -$236K – 667
2020
Q4 		$236K Buy
+631
New +$225K 0.13% 184

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

Interchange Capital Partners's IVV Position: Q2 2026 in Review

Interchange Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, buying an estimated $145K and bringing the position to 10,882 shares worth $8.15M. The position accounts for 1.53% of the portfolio, ranked #12.

Interchange Capital Partners first reported a position in IVV in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.46M in Q4 2023. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Interchange Capital Partners held 10,882 shares of iShares Core S&P 500 ETF worth $8.15M as of Q2 2026.
  • Interchange Capital Partners bought 199 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $145K.
  • iShares Core S&P 500 ETF made up 1.53% of Interchange Capital Partners's portfolio in Q2 2026, its #12 holding.
  • Interchange Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
  • Interchange Capital Partners's iShares Core S&P 500 ETF position peaked at $8.46M in Q4 2023.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.