Kagan Cocozza Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Kagan Cocozza Asset Management's IVV Position: Q1 2026 in Review
Kagan Cocozza Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q1 2026, selling an estimated $23.9K and leaving 3,080 shares worth $2.01M. The position accounts for 1.42% of the portfolio, ranked #15.
Kagan Cocozza Asset Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.95M in Q2 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Kagan Cocozza Asset Management held 3,080 shares of iShares Core S&P 500 ETF worth $2.01M as of Q1 2026.
- Kagan Cocozza Asset Management sold 35 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $23.9K.
- iShares Core S&P 500 ETF made up 1.42% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #15 holding.
- Kagan Cocozza Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- Kagan Cocozza Asset Management's iShares Core S&P 500 ETF position peaked at $2.95M in Q2 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.