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

London & Capital Asset 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	$4.27M	Sell	5,696 -799	-12%	-$582K	0.04%	61
2026 Q1	$4.24M	Buy	6,495 +928	+17%	+$634K	0.05%	63
2025 Q4	$3.81M	Buy	+5,567	New	+$3.78M	0.04%	70
2020 Q3	–	Sell	-1,301	Closed	-$403K	–	87
2020 Q2	$403K	Hold	1,301	–	–	0.07%	76
2020 Q1	$336K	Hold	1,301	–	–	0.08%	60
2019 Q4	$421K	Sell	1,301 -16	-1%	-$4.95K	0.07%	70
2019 Q3	$393K	Hold	1,317	–	–	0.07%	69
2019 Q2	$388K	Hold	1,317	–	–	0.08%	68
2019 Q1	$375K	Sell	1,317 -1,963	-60%	-$537K	0.06%	63
2018 Q4	$825K	Buy	+3,280	New	+$891K	0.13%	49

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

London & Capital Asset Management's IVV Position: Q2 2026 in Review

London & Capital Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $582K and leaving 5,696 shares worth $4.27M. The position accounts for 0.04% of the portfolio, ranked #61.

London & Capital Asset Management first reported a position in IVV in Q4 2018 and has held it in 10 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

London & Capital Asset Management held 5,696 shares of iShares Core S&P 500 ETF worth $4.27M as of Q2 2026.
London & Capital Asset Management sold 799 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $582K.
iShares Core S&P 500 ETF made up 0.04% of London & Capital Asset Management's portfolio in Q2 2026, its #61 holding.
London & Capital Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 10 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.