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

Passive 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	$699K	Buy	1,020 +66	+7%	+$48.1K	0.22%	47
2026 Q1	$623K	Sell	954 -66	-6%	-$45.1K	0.19%	47
2025 Q4	$699K	Hold	1,020	–	–	0.22%	47
2025 Q3	$683K	Hold	1,020	–	–	0.22%	45
2025 Q2	$633K	Hold	1,020	–	–	0.2%	44
2025 Q1	$573K	Buy	+1,020	New	+$602K	0.18%	46
2022 Q4	–	Sell	-1,075	Closed	-$386K	–	55
2022 Q3	$386K	Hold	1,075	–	–	0.2%	36
2022 Q2	$408K	Hold	1,075	–	–	0.21%	34
2022 Q1	$488K	Hold	1,075	–	–	0.26%	30
2021 Q4	$513K	Buy	+1,075	New	+$495K	0.29%	30

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

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

Passive Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, buying an estimated $48.1K and bringing the position to 1,020 shares worth $699K. The position accounts for 0.22% of the portfolio, ranked #47.

Passive Capital Management first reported a position in IVV in Q4 2021 and has held it in 10 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Passive Capital Management held 1,020 shares of iShares Core S&P 500 ETF worth $699K as of Q2 2026.
Passive Capital Management bought 66 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $48.1K.
iShares Core S&P 500 ETF made up 0.22% of Passive Capital Management's portfolio in Q2 2026, its #47 holding.
Passive Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.