Vicus Capital’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
2016
Q4
Sell
-400
Closed -$87K 239
2016
Q3
$87K Buy
+400
New +$87K 0.02% 213

Other funds holding IVV

Vicus Capital's IVV Position: Q1 2026 in Review

Vicus Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q1 2026, selling an estimated $1.49M and leaving 101,778 shares worth $66.5M. The position accounts for 4.89% of the portfolio, ranked #3.

Vicus Capital first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $210M in Q2 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Vicus Capital held 101,778 shares of iShares Core S&P 500 ETF worth $66.5M as of Q1 2026.
  • Vicus Capital sold 2,181 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.49M.
  • iShares Core S&P 500 ETF made up 4.89% of Vicus Capital's portfolio in Q1 2026, its #3 holding.
  • Vicus Capital first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • Vicus Capital's iShares Core S&P 500 ETF position peaked at $210M in Q2 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.