Shorepath Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Shorepath Capital Management's IVV Position: Q2 2025 in Review
Shorepath Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q2 2025, buying an estimated $1.19M and bringing the position to 10,216 shares worth $6.34M. The position accounts for 5.23% of the portfolio, ranked #8.
Shorepath Capital Management first reported a position in IVV in Q4 2023 and has held it in 7 quarters since. 3,621 funds tracked by Wall St. Rank hold IVV as of Q2 2025.
- Shorepath Capital Management held 10,216 shares of iShares Core S&P 500 ETF worth $6.34M as of Q2 2025.
- Shorepath Capital Management bought 2,079 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $1.19M.
- iShares Core S&P 500 ETF made up 5.23% of Shorepath Capital Management's portfolio in Q2 2025, its #8 holding.
- Shorepath Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
- 3,621 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.
Based on Shorepath Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.