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

Nelson 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
2026 Q2	$10.4M	Buy	13,877 +918	+7%	+$668K	1.14%	18
2026 Q1	$8.46M	Sell	12,959 -715	-5%	-$488K	1.03%	21
2025 Q4	$9.37M	Sell	13,674 -85	-0.6%	-$57.7K	1.1%	19
2025 Q3	$9.21M	Buy	13,759 +199	+1%	+$128K	1.1%	18
2025 Q2	$8.42M	Buy	13,560 +946	+7%	+$543K	1.11%	19
2025 Q1	$7.09M	Sell	12,614 -96	-0.8%	-$56.7K	1.22%	21
2024 Q4	$7.48M	Buy	12,710 +113	+0.9%	+$66.9K	1.24%	20
2024 Q3	$7.27M	Buy	12,597 +227	+2%	+$126K	1.22%	21
2024 Q2	$6.77M	Buy	12,370 +1,268	+11%	+$667K	1.2%	20
2024 Q1	$5.84M	Sell	11,102 -9,393	-46%	-$4.7M	1.12%	25
2023 Q4	$9.79M	Buy	20,495 +11,572	+130%	+$5.18M	2.19%	12
2023 Q3	$3.83M	Sell	8,923 -562	-6%	-$251K	0.94%	33
2023 Q2	$4.23M	Buy	9,485 +460	+5%	+$194K	1.09%	29
2023 Q1	$3.71M	Sell	9,025 -4,305	-32%	-$1.73M	1.05%	35
2022 Q4	$5.12M	Buy	13,330 +3,044	+30%	+$1.17M	1.5%	27
2022 Q3	$3.69M	Sell	10,286 -34,698	-77%	-$13.9M	1.08%	37
2022 Q2	$17.1M	Buy	44,984 +40,757	+964%	+$16.8M	4.71%	3
2022 Q1	$1.92M	Buy	4,227 +318	+8%	+$142K	0.38%	60
2021 Q4	$1.86M	Buy	3,909 +99	+3%	+$45.6K	0.34%	61
2021 Q3	$1.64M	Sell	3,810 -43	-1%	-$19.1K	0.33%	61
2021 Q2	$1.66M	Sell	3,853 -320	-8%	-$134K	0.34%	58
2021 Q1	$1.66M	Sell	4,173 -7	-0.2%	-$2.71K	0.36%	59
2020 Q4	$1.57M	Sell	4,180 -1,023	-20%	-$364K	0.34%	55
2020 Q3	$1.75M	Sell	5,203 -97	-2%	-$32.3K	0.31%	61
2020 Q2	$1.64M	Sell	5,300 -582	-10%	-$171K	0.36%	60
2020 Q1	$1.52M	Buy	5,882 +191	+3%	+$58.5K	0.41%	57
2019 Q4	$1.84M	Buy	5,691 +499	+10%	+$154K	0.39%	62
2019 Q3	$1.55M	Buy	5,192 +89	+2%	+$26.5K	0.37%	55
2019 Q2	$1.5M	Buy	+5,103	New	+$1.48M	0.36%	56
2019 Q1	–	Sell	-5,870	Closed	-$1.48M	–	317
2018 Q4	$1.48M	Buy	+5,870	New	+$1.59M	0.41%	57
2018 Q2	–	Sell	-6,253	Closed	-$1.66M	–	262
2018 Q1	$1.66M	Buy	+6,253	New	+$1.72M	0.43%	53

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

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

Nelson Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 7.1% in Q2 2026, buying an estimated $668K and bringing the position to 13,877 shares worth $10.4M. The position accounts for 1.14% of the portfolio, ranked #18.

Nelson Capital Management first reported a position in IVV in Q1 2018 and has held it in 31 quarters since. The position peaked at $17.1M in Q2 2022. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Nelson Capital Management held 13,877 shares of iShares Core S&P 500 ETF worth $10.4M as of Q2 2026.
Nelson Capital Management bought 918 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $668K.
iShares Core S&P 500 ETF made up 1.14% of Nelson Capital Management's portfolio in Q2 2026, its #18 holding.
Nelson Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 31 quarters since.
Nelson Capital Management's iShares Core S&P 500 ETF position peaked at $17.1M in Q2 2022.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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