Willow Creek Capital Management, Inc.’s iShares Core S&P 500 ETF IVV Stock Holding History

Willow Creek Capital Management, Inc.’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	$963K	Buy	+1,286	New	+$936K	0.94%	33

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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

Willow Creek Capital Management, Inc.'s IVV Position: Q2 2026 in Review

Willow Creek Capital Management, Inc. opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 1,286 shares worth $963K. The stake represents 0.94% of the portfolio and ranks #33 among its holdings.

4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Willow Creek Capital Management, Inc. held 1,286 shares of iShares Core S&P 500 ETF worth $963K as of Q2 2026.
iShares Core S&P 500 ETF was a new Willow Creek Capital Management, Inc. position in Q2 2026.
iShares Core S&P 500 ETF made up 0.94% of Willow Creek Capital Management, Inc.'s portfolio in Q2 2026, its #33 holding.
4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Willow Creek Capital Management, Inc.'s 13F filing for Q2 2026, filed 8 Sep 2026.