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Old Mission Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Old Mission Capital’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 		$10M Buy
395,500
+167,700
+74% +$122M 0.16% 79
2026
Q1 		$6.64M Buy
227,800
+25,800
+13% +$17.6M 0.11% 99
2025
Q4 		$6.12M Buy
202,000
+20,100
+11% +$13.6M 0.14% 84
2025
Q3 		$7.45M Buy
181,900
+135,800
+295% +$87.5M 0.15% 76
2025
Q2 		$3.05M Buy
46,100
+37,500
+436% +$21.5M 0.05% 171
2025
Q1 		$371K Sell
8,600
-21,600
-72% -$12.8M ﹤0.01% 719
2024
Q4 		$1.2M Buy
+30,200
New +$17.9M 0.02% 324

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Old Mission Capital's IVV Position: Q2 2026 in Review

Old Mission Capital sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 11,125 shares — an estimated $8.1M sold.

Old Mission Capital first reported a position in IVV in Q4 2015 and held it in 15 quarters. The position peaked at $42.9M in Q2 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Old Mission Capital reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Old Mission Capital sold 11,125 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.1M.
  • Old Mission Capital first reported a position in iShares Core S&P 500 ETF in Q4 2015 and held it in 15 quarters.
  • Old Mission Capital's iShares Core S&P 500 ETF position peaked at $42.9M in Q2 2025.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.