Core Capital Management & Research, inc.’s iShares Core S&P 500 ETF IVV Stock Holding History

Core Capital Management & Research, inc.’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	$403K	Buy	+525	New	+$382K	0.21%	61

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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

Core Capital Management & Research, inc.'s IVV Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 525 shares worth $403K. The stake represents 0.21% of the portfolio and ranks #61 among its holdings.

4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Core Capital Management & Research, inc. held 525 shares of iShares Core S&P 500 ETF worth $403K as of Q2 2026.
iShares Core S&P 500 ETF was a new Core Capital Management & Research, inc. position in Q2 2026.
iShares Core S&P 500 ETF made up 0.21% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #61 holding.
4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.