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

Tuttle 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
2026 Q3	$1.5M	Buy	+1,959	New	+$1.49M	0.65%	37
2021 Q4	–	Sell	-1,010	Closed	-$435K	–	123
2021 Q3	$435K	Buy	1,010 +45	+5%	+$19.9K	0.5%	75
2021 Q2	$415K	Sell	965 -18,440	-95%	-$7.72M	0.18%	172
2021 Q1	$7.72M	Buy	+19,405	New	+$7.51M	3.05%	2
2020 Q1	–	Sell	-5,439	Closed	-$1.76M	–	94
2019 Q4	$1.76M	Buy	+5,439	New	+$1.68M	0.67%	23
2017 Q3	–	Sell	-2,078	Closed	-$506K	–	86
2017 Q2	$506K	Buy	+2,078	New	+$501K	0.39%	53
2016 Q4	–	Sell	-2,216	Closed	-$482K	–	70
2016 Q3	$482K	Buy	2,216 +720	+48%	+$157K	0.37%	31
2016 Q2	$321K	Buy	+1,496	New	+$312K	0.29%	31
2016 Q1	–	Sell	-31,331	Closed	-$6.42M	–	36
2015 Q4	$6.42M	Sell	31,331 -19,143	-38%	-$3.95M	4.49%	3
2015 Q3	$9.7M	Sell	50,474 -108,437	-68%	-$22.1M	6.97%	5
2015 Q2	$32.9M	Buy	158,911 +58,582	+58%	+$12.4M	24.43%	1
2015 Q1	$20.9M	Buy	100,329 +50,807	+103%	+$10.6M	14.38%	2
2014 Q4	$10.2M	Sell	49,522 -18,446	-27%	-$3.73M	6.46%	6
2014 Q3	$13.5M	Buy	67,968 +42,564	+168%	+$8.47M	7.89%	3
2014 Q2	$5.04M	Buy	25,404 +16,957	+201%	+$3.24M	4.05%	7
2014 Q1	$1.59M	Buy	+8,447	New	+$1.56M	1.35%	18

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Tuttle Capital Management's IVV Position: Q3 2026 in Review

Tuttle Capital Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 1,959 shares worth $1.5M. The stake represents 0.65% of the portfolio and ranks #37 among its holdings. This is a return to the name: Tuttle Capital Management previously reported a position in IVV as recently as Q3 2021.

Tuttle Capital Management first reported a position in IVV in Q1 2014 and has held it in 16 quarters since. The position peaked at $32.9M in Q2 2015. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Tuttle Capital Management held 1,959 shares of iShares Core S&P 500 ETF worth $1.5M as of Q3 2026.
iShares Core S&P 500 ETF was a new Tuttle Capital Management position in Q3 2026.
iShares Core S&P 500 ETF made up 0.65% of Tuttle Capital Management's portfolio in Q3 2026, its #37 holding.
Tuttle Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 16 quarters since.
Tuttle Capital Management's iShares Core S&P 500 ETF position peaked at $32.9M in Q2 2015.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Tuttle Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.