Schoolcraft Capital’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $40.5M | Sell |
52,924
-984
| -2% | -$751K | 7.14% | 3 |
|
|
2026
Q2 | $40.4M | Sell |
53,908
-938
| -2% | -$683K | 7.18% | 3 |
|
|
2026
Q1 | $35.8M | Sell |
54,846
-888
| -2% | -$606K | 6.94% | 3 |
|
|
2025
Q4 | $38.2M | Sell |
55,734
-1,073
| -2% | -$729K | 7.42% | 3 |
|
|
2025
Q3 | $38M | Sell |
56,807
-2,078
| -4% | -$1.34M | 7.61% | 3 |
|
|
2025
Q2 | $36.6M | Sell |
58,885
-1,805
| -3% | -$1.04M | 7.46% | 3 |
|
|
2025
Q1 | $34.1M | Sell |
60,690
-4,651
| -7% | -$2.75M | 6.7% | 4 |
|
|
2024
Q4 | $38.5M | Sell |
65,341
-2,562
| -4% | -$1.52M | 8.03% | 3 |
|
|
2024
Q3 | $39.2M | Sell |
67,903
-771
| -1% | -$429K | 7.95% | 3 |
|
|
2024
Q2 | $37.6M | Buy |
68,674
+4,834
| +8% | +$2.54M | 8.06% | 3 |
|
|
2024
Q1 | $33.6M | Buy |
63,840
+94
| +0.1% | +$47K | 7.87% | 4 |
|
|
2023
Q4 | $30.4M | Buy |
63,746
+536
| +0.8% | +$240K | 7.69% | 4 |
|
|
2023
Q3 | $27.1M | Sell |
63,210
-2,125
| -3% | -$951K | 7.65% | 4 |
|
|
2023
Q2 | $29.1M | Sell |
65,335
-1,731
| -3% | -$729K | 7.99% | 4 |
|
|
2023
Q1 | $27.6M | Sell |
67,066
-456
| -0.7% | -$183K | 7.94% | 4 |
|
|
2022
Q4 | $25.9M | Buy |
67,522
+829
| +1% | +$320K | 7.98% | 4 |
|
|
2022
Q3 | $23.9M | Sell |
66,693
-2,667
| -4% | -$1.06M | 8.11% | 4 |
|
|
2022
Q2 | $26.3M | Buy |
69,360
+2,768
| +4% | +$1.14M | 8.42% | 4 |
|
|
2022
Q1 | $30.2M | Buy |
66,592
+4,289
| +7% | +$1.92M | 9.3% | 2 |
|
|
2021
Q4 | $29.7M | Sell |
62,303
-3,393
| -5% | -$1.56M | 8.99% | 4 |
|
|
2021
Q3 | $28.3M | Sell |
65,696
-1,621
| -2% | -$718K | 9.5% | 2 |
|
|
2021
Q2 | $28.9M | Sell |
67,317
-1,305
| -2% | -$547K | 10.46% | 2 |
|
|
2021
Q1 | $27.3M | Sell |
68,622
-1,909
| -3% | -$739K | 10.91% | 2 |
|
|
2020
Q4 | $26.5M | Sell |
70,531
-152
| -0.2% | -$54.1K | 11.11% | 2 |
|
|
2020
Q3 | $23.8M | Sell |
70,683
-4,087
| -5% | -$1.36M | 11.17% | 2 |
|
|
2020
Q2 | $23.2M | Buy |
74,770
+460
| +0.6% | +$135K | 11.46% | 2 |
|
|
2020
Q1 | $19.2M | Buy |
74,310
+5,748
| +8% | +$1.76M | 11.67% | 2 |
|
|
2019
Q4 | $22.2M | Buy |
68,562
+896
| +1% | +$277K | 11.28% | 2 |
|
|
2019
Q3 | $20.2M | Sell |
67,666
-292
| -0.4% | -$86.8K | 11.57% | 2 |
|
|
2019
Q2 | $20M | Buy |
67,958
+1,450
| +2% | +$420K | 11.93% | 2 |
|
|
2019
Q1 | $18.9M | Buy |
+66,508
| New | +$18.2M | 12.2% | 2 |
|
Other funds holding IVV
Schoolcraft Capital's IVV Position: Q3 2026 in Review
Schoolcraft Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q3 2026, selling an estimated $751K and leaving 52,924 shares worth $40.5M. The position accounts for 7.14% of the portfolio, ranked #3.
Schoolcraft Capital first reported a position in IVV in Q1 2019 and has held it in 31 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.
- Schoolcraft Capital held 52,924 shares of iShares Core S&P 500 ETF worth $40.5M as of Q3 2026.
- Schoolcraft Capital sold 984 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $751K.
- iShares Core S&P 500 ETF made up 7.14% of Schoolcraft Capital's portfolio in Q3 2026, its #3 holding.
- Schoolcraft Capital first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 31 quarters since.
- 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.
Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.