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

Opinicus 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	$265K	Buy	354 +1	+0.3%	+$728	0.14%	91
2026 Q1	$231K	Sell	353 -9	-2%	-$6.15K	0.16%	92
2025 Q4	$248K	Hold	362	–	–	0.17%	91
2025 Q3	$242K	Sell	362 -1	-0.3%	-$644	0.17%	98
2025 Q2	$225K	Buy	363 +1	+0.3%	+$574	0.17%	99
2025 Q1	$203K	Buy	362 +1	+0.3%	+$591	0.18%	95
2024 Q4	$212K	Sell	361 -6	-2%	-$3.55K	0.18%	90
2024 Q3	$211K	Buy	+367	New	+$204K	0.17%	96
2024 Q1	–	Sell	-471	Closed	-$225K	–	104
2023 Q4	$225K	Buy	+471	New	+$211K	0.23%	94

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Opinicus Capital's IVV Position: Q2 2026 in Review

Opinicus Capital increased its iShares Core S&P 500 ETF (IVV) stake by 0.28% in Q2 2026, buying an estimated $728 and bringing the position to 354 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #91.

Opinicus Capital first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Opinicus Capital held 354 shares of iShares Core S&P 500 ETF worth $265K as of Q2 2026.
Opinicus Capital bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.14% of Opinicus Capital's portfolio in Q2 2026, its #91 holding.
Opinicus Capital first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.