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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Schoolcraft Capital's IVV Position: Q2 2026 in Review

Schoolcraft Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, selling an estimated $683K and leaving 53,908 shares worth $40.4M. The position accounts for 7.18% of the portfolio, ranked #3.

Schoolcraft Capital first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Schoolcraft Capital held 53,908 shares of iShares Core S&P 500 ETF worth $40.4M as of Q2 2026.
  • Schoolcraft Capital sold 938 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $683K.
  • iShares Core S&P 500 ETF made up 7.18% of Schoolcraft Capital's portfolio in Q2 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 30 quarters since.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.