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

Sebold 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
2025 Q2	$1.79M	Buy	2,883 +11	+0.4%	+$6.32K	1.1%	23
2025 Q1	$1.61M	Sell	2,872 -135	-4%	-$79.7K	1.06%	26
2024 Q4	$1.77M	Hold	3,007	–	–	1.19%	23
2024 Q3	$1.73M	Hold	3,007	–	–	1.14%	23
2024 Q2	$1.65M	Sell	3,007 -2	-0.1%	-$1.05K	1.14%	24
2024 Q1	$1.58M	Sell	3,009 -30	-1%	-$15K	1.07%	23
2023 Q4	$1.45M	Sell	3,039 -554	-15%	-$248K	1.07%	23
2023 Q3	$1.54M	Sell	3,593 -273	-7%	-$122K	1.26%	21
2023 Q2	$1.72M	Sell	3,866 -166	-4%	-$70K	1.37%	21
2023 Q1	$1.66M	Sell	4,032 -213	-5%	-$85.4K	1.31%	20
2022 Q4	$1.63M	Buy	+4,245	New	+$1.64M	1.34%	21

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sebold Capital Management's IVV Position: Q2 2025 in Review

Sebold Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q2 2025, buying an estimated $6.32K and bringing the position to 2,883 shares worth $1.79M. The position accounts for 1.1% of the portfolio, ranked #23.

Sebold Capital Management first reported a position in IVV in Q4 2022 and has held it in 11 quarters since. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Sebold Capital Management held 2,883 shares of iShares Core S&P 500 ETF worth $1.79M as of Q2 2025.
Sebold Capital Management bought 11 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $6.32K.
iShares Core S&P 500 ETF made up 1.1% of Sebold Capital Management's portfolio in Q2 2025, its #23 holding.
Sebold Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 11 quarters since.
3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.