Kagan Cocozza Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Kagan Cocozza Asset Management's IVV Position: Q2 2026 in Review
Kagan Cocozza Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.55% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,097 shares worth $2.32M. The position accounts for 1.45% of the portfolio, ranked #15.
Kagan Cocozza Asset Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.95M in Q2 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Kagan Cocozza Asset Management held 3,097 shares of iShares Core S&P 500 ETF worth $2.32M as of Q2 2026.
- Kagan Cocozza Asset Management bought 17 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.4K.
- iShares Core S&P 500 ETF made up 1.45% of Kagan Cocozza Asset Management's portfolio in Q2 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 7 quarters since.
- Kagan Cocozza Asset Management's iShares Core S&P 500 ETF position peaked at $2.95M in Q2 2025.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.