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

Mission Creek Capital Partners’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	$6.83M	Sell	10,451 -114	-1%	-$77.8K	1.36%	17
2025 Q4	$7.24M	Sell	10,565 -337	-3%	-$229K	1.46%	13
2025 Q3	$7.3M	Sell	10,902 -13	-0.1%	-$8.37K	1.44%	14
2025 Q2	$6.78M	Sell	10,915 -892	-8%	-$512K	1.51%	14
2025 Q1	$6.63M	Buy	11,807 +391	+3%	+$231K	1.61%	14
2024 Q4	$6.72M	Sell	11,416 -453	-4%	-$268K	1.47%	17
2024 Q3	$6.85M	Buy	11,869 +1	+0%	+$556	1.59%	13
2024 Q2	$6.49M	Buy	11,868 +2,463	+26%	+$1.3M	1.63%	11
2024 Q1	$4.94M	Buy	9,405 +7,938	+541%	+$3.97M	1.29%	14
2023 Q4	$701K	Sell	1,467 -50	-3%	-$22.4K	0.18%	130
2023 Q3	$651K	Hold	1,517	–	–	0.22%	131
2023 Q2	$676K	Hold	1,517	–	–	0.22%	132
2023 Q1	$624K	Hold	1,517	–	–	0.21%	130
2022 Q4	$583K	Sell	1,517 -301	-17%	-$116K	0.21%	136
2022 Q3	$652K	Buy	1,818 +661	+57%	+$264K	0.25%	118
2022 Q2	$439K	Buy	+1,157	New	+$476K	0.15%	159

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

Mission Creek Capital Partners's IVV Position: Q1 2026 in Review

Mission Creek Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q1 2026, selling an estimated $77.8K and leaving 10,451 shares worth $6.83M. The position accounts for 1.36% of the portfolio, ranked #17.

Mission Creek Capital Partners first reported a position in IVV in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.3M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Mission Creek Capital Partners held 10,451 shares of iShares Core S&P 500 ETF worth $6.83M as of Q1 2026.
Mission Creek Capital Partners sold 114 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $77.8K.
iShares Core S&P 500 ETF made up 1.36% of Mission Creek Capital Partners's portfolio in Q1 2026, its #17 holding.
Mission Creek Capital Partners first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Mission Creek Capital Partners's iShares Core S&P 500 ETF position peaked at $7.3M in Q3 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.