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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$276K Buy
368
+21
+6% +$15.3K 0.13% 42
2026
Q1
$227K Buy
+347
New +$237K 0.12% 37

Other funds holding IVV

Tassel Capital Management's IVV Position: Q2 2026 in Review

Tassel Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q2 2026, buying an estimated $15.3K and bringing the position to 368 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #42.

Tassel Capital Management first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Tassel Capital Management held 368 shares of iShares Core S&P 500 ETF worth $276K as of Q2 2026.
  • Tassel Capital Management bought 21 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Core S&P 500 ETF made up 0.13% of Tassel Capital Management's portfolio in Q2 2026, its #42 holding.
  • Tassel Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tassel Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.