Old Peak Finance’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Old Peak Finance's IVV Position: Q2 2026 in Review
Old Peak Finance reduced its iShares Core S&P 500 ETF (IVV) stake by 9.4% in Q2 2026, selling an estimated $62.6K and leaving 831 shares worth $622K. The position accounts for 0.3% of the portfolio, ranked #30.
Old Peak Finance first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $628K in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Old Peak Finance held 831 shares of iShares Core S&P 500 ETF worth $622K as of Q2 2026.
- Old Peak Finance sold 86 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $62.6K.
- iShares Core S&P 500 ETF made up 0.3% of Old Peak Finance's portfolio in Q2 2026, its #30 holding.
- Old Peak Finance first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- Old Peak Finance's iShares Core S&P 500 ETF position peaked at $628K in Q4 2025.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.