MontVue Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
MontVue Capital Management's IVV Position: Q2 2026 in Review
MontVue Capital Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 366 shares worth $274K. The stake represents 0.16% of the portfolio and ranks #61 among its holdings. This is a return to the name: MontVue Capital Management previously reported a position in IVV as recently as Q4 2025.
MontVue Capital Management first reported a position in IVV in Q3 2025 and has held it in 3 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- MontVue Capital Management held 366 shares of iShares Core S&P 500 ETF worth $274K as of Q2 2026.
- iShares Core S&P 500 ETF was a new MontVue Capital Management position in Q2 2026.
- iShares Core S&P 500 ETF made up 0.16% of MontVue Capital Management's portfolio in Q2 2026, its #61 holding.
- MontVue Capital Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
- 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.