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

Stevens Capital Partners’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 		$30.2M Buy
40,339
+4,594
+13% +$3.35M 5.75% 2
2026
Q1 		$23.3M Sell
35,745
-173
-0.5% -$118K 5.61% 2
2025
Q4 		$24.6M Buy
35,918
+4,767
+15% +$3.24M 6.44% 2
2025
Q3 		$20.8M Buy
31,151
+83
+0.3% +$53.5K 6.22% 2
2025
Q2 		$19.8M Sell
31,068
-1,558
-5% -$895K 7.08% 2
2025
Q1 		$18.3M Sell
32,626
-6,453
-17% -$3.81M 8.61% 2
2024
Q4 		$23M Buy
39,079
+308
+0.8% +$182K 10.42% 2
2024
Q3 		$22.4M Buy
38,771
+790
+2% +$439K 10.68% 2
2024
Q2 		$20.8M Buy
37,981
+4,940
+15% +$2.6M 10.73% 2
2024
Q1 		$17.4M Buy
33,041
+14,544
+79% +$7.28M 10.34% 2
2023
Q4 		$8.83M Buy
18,497
+3,210
+21% +$1.44M 6.14% 6
2023
Q3 		$6.56M Buy
15,287
+13,423
+720% +$6M 5.27% 6
2023
Q2 		$831K Buy
1,864
+262
+16% +$110K 0.64% 28
2023
Q1 		$659K Sell
1,602
-162
-9% -$64.9K 0.55% 28
2022
Q4 		$678K Buy
+1,764
New +$681K 0.6% 31

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

Stevens Capital Partners's IVV Position: Q2 2026 in Review

Stevens Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $3.35M and bringing the position to 40,339 shares worth $30.2M. The position accounts for 5.75% of the portfolio, ranked #2.

Stevens Capital Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stevens Capital Partners held 40,339 shares of iShares Core S&P 500 ETF worth $30.2M as of Q2 2026.
  • Stevens Capital Partners bought 4,594 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.35M.
  • iShares Core S&P 500 ETF made up 5.75% of Stevens Capital Partners's portfolio in Q2 2026, its #2 holding.
  • Stevens Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.