Spirepoint Private Client’s iShares Core S&P 500 ETF IVV Stock Holding History

Spirepoint Private Client’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	$2.22M	Sell	2,958 -553	-16%	-$403K	0.18%	81
2026 Q1	$2.29M	Sell	3,511 -1,738	-33%	-$1.19M	0.22%	76
2025 Q4	$3.6M	Buy	5,249 +401	+8%	+$272K	0.34%	56
2025 Q3	$3.24M	Buy	4,848 +99	+2%	+$63.8K	0.34%	66
2025 Q2	$2.95M	Sell	4,749 -576	-11%	-$331K	0.33%	69
2025 Q1	$2.99M	Sell	5,325 -261	-5%	-$154K	0.39%	59
2024 Q4	$3.29M	Buy	5,586 +198	+4%	+$117K	0.41%	55
2024 Q3	$3.11M	Buy	5,388 +72	+1%	+$40K	0.41%	55
2024 Q2	$2.91M	Buy	5,316 +152	+3%	+$79.9K	0.41%	53
2024 Q1	$2.71M	Buy	+5,164	New	+$2.58M	0.41%	53

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Spirepoint Private Client's IVV Position: Q2 2026 in Review

Spirepoint Private Client reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, selling an estimated $403K and leaving 2,958 shares worth $2.22M. The position accounts for 0.18% of the portfolio, ranked #81.

Spirepoint Private Client first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.6M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Spirepoint Private Client held 2,958 shares of iShares Core S&P 500 ETF worth $2.22M as of Q2 2026.
Spirepoint Private Client sold 553 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $403K.
iShares Core S&P 500 ETF made up 0.18% of Spirepoint Private Client's portfolio in Q2 2026, its #81 holding.
Spirepoint Private Client first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's iShares Core S&P 500 ETF position peaked at $3.6M in Q4 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.