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 Q2	$7.62M	Sell	10,170 -281	-3%	-$205K	1.34%	20
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mission Creek Capital Partners's IVV Position: Q2 2026 in Review

Mission Creek Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, selling an estimated $205K and leaving 10,170 shares worth $7.62M. The position accounts for 1.34% of the portfolio, ranked #20.

Mission Creek Capital Partners first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mission Creek Capital Partners held 10,170 shares of iShares Core S&P 500 ETF worth $7.62M as of Q2 2026.
Mission Creek Capital Partners sold 281 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $205K.
iShares Core S&P 500 ETF made up 1.34% of Mission Creek Capital Partners's portfolio in Q2 2026, its #20 holding.
Mission Creek Capital Partners first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mission Creek Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.