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Narwhal Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Narwhal Capital 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
2014
Q1 		– Sell
-49,000
Closed -$9.1M – 141
2013
Q4 		$9.1M Buy
+49,000
New +$8.72M 3.75% 2
2013
Q3 		– Sell
-30,000
Closed -$4.83M – 135
2013
Q2 		$4.83M Buy
+30,000
New +$4.86M 2.33% 3

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Narwhal Capital Management's IVV Position: Q2 2026 in Review

Narwhal Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q2 2026, buying an estimated $342K and bringing the position to 212,038 shares worth $159M. The position accounts for 10.97% of the portfolio, ranked #1.

Narwhal Capital Management first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Narwhal Capital Management held 212,038 shares of iShares Core S&P 500 ETF worth $159M as of Q2 2026.
  • Narwhal Capital Management bought 469 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $342K.
  • iShares Core S&P 500 ETF made up 10.97% of Narwhal Capital Management's portfolio in Q2 2026, its #1 holding.
  • Narwhal Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.