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

Verde 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
Q2 		$630K Sell
841
-5
-0.6% -$3.64K 0.12% 58
2026
Q1 		$553K Buy
846
+255
+43% +$174K 0.12% 52
2025
Q4 		$405K Buy
591
+2
+0.3% +$1.36K 0.09% 56
2025
Q3 		$394K Sell
589
-13
-2% -$8.37K 0.09% 58
2025
Q2 		$374K Sell
602
-39
-6% -$22.4K 0.09% 55
2025
Q1 		$360K Buy
641
+2
+0.3% +$1.18K 0.1% 53
2024
Q4 		$376K Buy
639
+151
+31% +$89.4K 0.11% 53
2024
Q3 		$281K Sell
488
-7
-1% -$3.89K 0.08% 50
2024
Q2 		$271K Sell
495
-10
-2% -$5.26K 0.09% 43
2024
Q1 		$266K Buy
505
+37
+8% +$18.5K 0.09% 39
2023
Q4 		$224K Sell
468
-34
-7% -$15.2K 0.08% 40
2023
Q3 		$216K Buy
502
+10
+2% +$4.47K 0.08% 43
2023
Q2 		$219K Buy
+492
New +$207K 0.08% 40

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

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

Verde Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.59% in Q2 2026, selling an estimated $3.64K and leaving 841 shares worth $630K. The position accounts for 0.12% of the portfolio, ranked #58.

Verde Capital Management first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Verde Capital Management held 841 shares of iShares Core S&P 500 ETF worth $630K as of Q2 2026.
  • Verde Capital Management sold 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
  • iShares Core S&P 500 ETF made up 0.12% of Verde Capital Management's portfolio in Q2 2026, its #58 holding.
  • Verde Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.