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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

London & Capital Asset Management's IVV Position: Q1 2026 in Review

London & Capital Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, buying an estimated $634K and bringing the position to 6,495 shares worth $4.24M. The position accounts for 0.05% of the portfolio, ranked #63.

London & Capital Asset Management first reported a position in IVV in Q4 2018 and has held it in 9 quarters since. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

London & Capital Asset Management held 6,495 shares of iShares Core S&P 500 ETF worth $4.24M as of Q1 2026.
London & Capital Asset Management bought 928 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $634K.
iShares Core S&P 500 ETF made up 0.05% of London & Capital Asset Management's portfolio in Q1 2026, its #63 holding.
London & Capital Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 9 quarters since.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.