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

Ironvine 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 		– Sell
-374
Closed -$244K – 60
2026
Q1 		$244K Hold
374
– – 0.03% 52
2025
Q4 		$256K Buy
374
+6
+2% +$4.07K 0.03% 51
2025
Q3 		$246K Buy
368
+2
+0.5% +$1.29K 0.02% 51
2025
Q2 		$227K Buy
366
+10
+3% +$5.74K 0.02% 49
2025
Q1 		$200K Buy
+356
New +$210K 0.02% 49

Other funds holding IVV

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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

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

Ironvine Capital Partners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 374 shares — an estimated $244K sold.

Ironvine Capital Partners first reported a position in IVV in Q1 2025 and held it in 5 quarters. The position peaked at $256K in Q4 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ironvine Capital Partners reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Ironvine Capital Partners sold 374 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $244K.
  • Ironvine Capital Partners first reported a position in iShares Core S&P 500 ETF in Q1 2025 and held it in 5 quarters.
  • Ironvine Capital Partners's iShares Core S&P 500 ETF position peaked at $256K in Q4 2025.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ironvine Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.