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

Schoolcraft 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Schoolcraft Capital's IVV Position: Q1 2026 in Review

Schoolcraft Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q1 2026, selling an estimated $606K and leaving 54,846 shares worth $35.8M. The position accounts for 6.94% of the portfolio, ranked #3.

Schoolcraft Capital first reported a position in IVV in Q1 2019 and has held it in 29 quarters since. The position peaked at $39.2M in Q3 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Schoolcraft Capital held 54,846 shares of iShares Core S&P 500 ETF worth $35.8M as of Q1 2026.
  • Schoolcraft Capital sold 888 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $606K.
  • iShares Core S&P 500 ETF made up 6.94% of Schoolcraft Capital's portfolio in Q1 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 29 quarters since.
  • Schoolcraft Capital's iShares Core S&P 500 ETF position peaked at $39.2M in Q3 2024.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.