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Liberty Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Liberty Capital Management’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 		$3.94M Buy
+5,260
New +$3.83M 0.68% 46
2025
Q4 		$4.14M Sell
6,050
-131
-2% -$89K 0.77% 36
2025
Q3 		$4.14M Buy
6,181
+151
+3% +$97.3K 0.78% 39
2025
Q2 		$3.74M Sell
6,030
-6
-0.1% -$3.44K 0.76% 40
2025
Q1 		$3.39M Buy
6,036
+197
+3% +$116K 0.76% 39
2024
Q4 		$3.44M Buy
5,839
+593
+11% +$351K 0.76% 39
2024
Q3 		$3.03M Hold
5,246
– – 0.67% 45
2024
Q2 		$2.87M Buy
5,246
+749
+17% +$394K 0.68% 45
2024
Q1 		$2.36M Sell
4,497
-749
-14% -$375K 0.58% 51
2023
Q4 		$2.51M Sell
5,246
-1,343
-20% -$601K 0.66% 45
2023
Q3 		$2.83M Buy
6,589
+539
+9% +$241K 0.84% 38
2023
Q2 		$2.7M Buy
6,050
+250
+4% +$105K 0.81% 40
2023
Q1 		$2.38M Buy
5,800
+29
+0.5% +$11.6K 0.78% 43
2022
Q4 		$2.22M Sell
5,771
-240
-4% -$92.6K 0.77% 44
2022
Q3 		$2.16M Hold
6,011
– – 0.81% 43
2022
Q2 		$2.28M Hold
6,011
– – 0.81% 42
2022
Q1 		$2.73M Hold
6,011
– – 0.8% 40
2021
Q4 		$2.87M Hold
6,011
– – 0.77% 41
2021
Q3 		$2.59M Hold
6,011
– – 0.76% 43
2021
Q2 		$2.58M Hold
6,011
– – 0.79% 43
2021
Q1 		$2.39M Hold
6,011
– – 0.83% 43
2020
Q4 		$2.26M Buy
+6,011
New +$2.14M 0.82% 42
2020
Q2 		$1.86M Sell
6,011
-10
-0.2% -$2.94K 0.81% 41
2020
Q1 		$1.56M Sell
6,021
-2,355
-28% -$722K 0.81% 40
2019
Q4 		$2.71M Buy
8,376
+1,295
+18% +$401K 1.11% 34
2019
Q3 		$2.11M Hold
7,081
– – 0.93% 39
2019
Q2 		$2.09M Buy
7,081
+2,355
+50% +$682K 0.94% 38
2019
Q1 		$1.34M Hold
4,726
– – 0.68% 50
2018
Q4 		$1.19M Buy
4,726
+4,000
+551% +$1.09M 0.73% 45
2018
Q3 		$213K Sell
726
-4,000
-85% -$1.15M 0.11% 102
2018
Q2 		$1.29M Hold
4,726
– – 0.75% 42
2018
Q1 		$1.25M Buy
4,726
+4,000
+551% +$1.1M 0.76% 43
2017
Q4 		$203K Sell
726
-4,200
-85% -$1.1M 0.11% 114
2017
Q3 		$1.27M Buy
4,926
+4,310
+700% +$1.07M 0.7% 47
2017
Q2 		$150K Sell
616
-4,200
-87% -$1.01M 0.09% 124
2017
Q1 		$1.14M Buy
4,816
+4,200
+682% +$982K 0.69% 52
2016
Q4 		$140K Sell
616
-4,350
-88% -$956K 0.09% 118
2016
Q3 		$1.07M Buy
4,966
+616
+14% +$134K 0.7% 53
2016
Q2 		$916K Hold
4,350
– – 0.62% 54
2016
Q1 		$899K Buy
+4,350
New +$853K 0.67% 53

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Liberty Capital Management's IVV Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 5,260 shares worth $3.94M. The stake represents 0.68% of the portfolio and ranks #46 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in IVV as recently as Q4 2025.

Liberty Capital Management first reported a position in IVV in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.14M in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Liberty Capital Management held 5,260 shares of iShares Core S&P 500 ETF worth $3.94M as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.68% of Liberty Capital Management's portfolio in Q2 2026, its #46 holding.
  • Liberty Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 40 quarters since.
  • Liberty Capital Management's iShares Core S&P 500 ETF position peaked at $4.14M in Q4 2025.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.