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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.5M Buy
20,659
+462
+2% +$336K 13.73% 1
2026
Q1
$13.2M Buy
20,197
+147
+0.7% +$100K 13.31% 1
2025
Q4
$13.7M Buy
20,050
+444
+2% +$302K 13.98% 1
2025
Q3
$13.1M Buy
19,606
+1,286
+7% +$828K 13.58% 1
2025
Q2
$11.4M Buy
18,320
+420
+2% +$241K 12.78% 1
2025
Q1
$10.1M Sell
17,900
-6,953
-28% -$4.11M 12.83% 1
2024
Q4
$14.6M Sell
24,853
-1,889
-7% -$1.12M 9.78% 1
2024
Q3
$15.4M Buy
+26,742
New +$14.9M 9.06% 1
2024
Q1
$13.8M Sell
26,165
-199
-0.8% -$99.6K 9.29% 1
2023
Q4
$12.6M Buy
26,364
+1,103
+4% +$494K 9.6% 1
2023
Q3
$10.8M Buy
25,261
+575
+2% +$257K 9.62% 1
2023
Q2
$11M Sell
24,686
-1,948
-7% -$821K 9.62% 1
2023
Q1
$10.9M Buy
26,634
+480
+2% +$192K 10% 1
2022
Q4
$10M Buy
26,154
+260
+1% +$100K 9.99% 1
2022
Q3
$9.29M Buy
25,894
+1,669
+7% +$666K 9.9% 1
2022
Q2
$9.19M Sell
24,225
-2,015
-8% -$829K 9.26% 1
2022
Q1
$11.9M Buy
26,240
+860
+3% +$385K 9.15% 1
2021
Q4
$12.1M Buy
+25,380
New +$11.7M 8.56% 1

Other funds holding IVV

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

Objective Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, buying an estimated $336K and bringing the position to 20,659 shares worth $15.5M. The position accounts for 13.73% of the portfolio, ranked #1.

Objective Capital Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Objective Capital Management held 20,659 shares of iShares Core S&P 500 ETF worth $15.5M as of Q2 2026.
  • Objective Capital Management bought 462 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $336K.
  • iShares Core S&P 500 ETF made up 13.73% of Objective Capital Management's portfolio in Q2 2026, its #1 holding.
  • Objective Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.