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

Nicholson Meyer 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	$539K	Buy	720 +314	+77%	+$229K	0.36%	29
2026 Q1	$265K	Sell	406 -9	-2%	-$6.15K	0.2%	37
2025 Q4	$284K	Sell	415 -369	-47%	-$251K	0.21%	36
2025 Q3	$525K	Buy	784 +30	+4%	+$19.3K	0.4%	28
2025 Q2	$468K	Sell	754 -18	-2%	-$10.3K	0.4%	30
2025 Q1	$434K	Buy	+772	New	+$456K	0.4%	31

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Nicholson Meyer Capital Management's IVV Position: Q2 2026 in Review

Nicholson Meyer Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 77% in Q2 2026, buying an estimated $229K and bringing the position to 720 shares worth $539K. The position accounts for 0.36% of the portfolio, ranked #29.

Nicholson Meyer Capital Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Nicholson Meyer Capital Management held 720 shares of iShares Core S&P 500 ETF worth $539K as of Q2 2026.
Nicholson Meyer Capital Management bought 314 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $229K.
iShares Core S&P 500 ETF made up 0.36% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #29 holding.
Nicholson Meyer Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.