MidAtlantic Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
MidAtlantic Capital Management's IVV Position: Q2 2026 in Review
MidAtlantic Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $225K and leaving 19,649 shares worth $14.7M. The position accounts for 9.14% of the portfolio, ranked #1.
MidAtlantic Capital Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- MidAtlantic Capital Management held 19,649 shares of iShares Core S&P 500 ETF worth $14.7M as of Q2 2026.
- MidAtlantic Capital Management sold 309 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $225K.
- iShares Core S&P 500 ETF made up 9.14% of MidAtlantic Capital Management's portfolio in Q2 2026, its #1 holding.
- MidAtlantic Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.