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

Verus 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	$37.4M	Buy	50,005 +777	+2%	+$566K	2.03%	9
2026 Q1	$32.2M	Buy	49,228 +2,247	+5%	+$1.53M	2.2%	8
2025 Q4	$32.2M	Buy	46,981 +912	+2%	+$619K	2.14%	8
2025 Q3	$30.8M	Sell	46,069 -389	-0.8%	-$251K	2.39%	8
2025 Q2	$28.8M	Sell	46,458 -5,823	-11%	-$3.34M	2.57%	7
2025 Q1	$29.4M	Sell	52,281 -1,500	-3%	-$886K	2.93%	6
2024 Q4	$31.6M	Sell	53,781 -3,210	-6%	-$1.9M	3.02%	6
2024 Q3	$32.9M	Buy	56,991 +1,858	+3%	+$1.03M	3.21%	6
2024 Q2	$30.1M	Sell	55,133 -5,381	-9%	-$2.83M	3.11%	6
2024 Q1	$31.8M	Buy	60,514 +1,769	+3%	+$885K	3.51%	5
2023 Q4	$28.1M	Buy	58,745 +15,274	+35%	+$6.84M	3.43%	5
2023 Q3	$18.7M	Buy	43,471 +4,759	+12%	+$2.13M	2.6%	6
2023 Q2	$17.3M	Buy	38,712 +260	+0.7%	+$110K	2.44%	6
2023 Q1	$15.8M	Buy	38,452 +670	+2%	+$269K	2.47%	7
2022 Q4	$14.5M	Buy	37,782 +2,253	+6%	+$869K	2.72%	7
2022 Q3	$12.7M	Buy	35,529 +6,141	+21%	+$2.45M	2.4%	6
2022 Q2	$11.5M	Sell	29,388 -8,298	-22%	-$3.41M	2.26%	8
2022 Q1	$15.9M	Buy	+37,686	New	+$16.9M	2.48%	6
2020 Q1	$6.32M	Buy	24,473 +1,981	+9%	+$607K	1.99%	9
2019 Q4	$7.27M	Buy	+22,492	New	+$6.96M	2.38%	5

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Verus Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $566K and bringing the position to 50,005 shares worth $37.4M. The position accounts for 2.03% of the portfolio, ranked #9.

Verus Capital Partners first reported a position in IVV in Q4 2019 and has held it in 20 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Verus Capital Partners held 50,005 shares of iShares Core S&P 500 ETF worth $37.4M as of Q2 2026.
Verus Capital Partners bought 777 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $566K.
iShares Core S&P 500 ETF made up 2.03% of Verus Capital Partners's portfolio in Q2 2026, its #9 holding.
Verus Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 20 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.