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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.1M Buy
21,441
+3,613
+20% +$2.63M 2.3% 2
2026
Q1
$11.6M Buy
+17,828
New +$12.2M 1.69% 2

Other funds holding IVV

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

Larch Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, buying an estimated $2.63M and bringing the position to 21,441 shares worth $16.1M. The position accounts for 2.3% of the portfolio, ranked #2.

Larch Capital Partners first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Larch Capital Partners held 21,441 shares of iShares Core S&P 500 ETF worth $16.1M as of Q2 2026.
  • Larch Capital Partners bought 3,613 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.63M.
  • iShares Core S&P 500 ETF made up 2.3% of Larch Capital Partners's portfolio in Q2 2026, its #2 holding.
  • Larch Capital Partners first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Larch Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.