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: Q2 2026 in Review

Vicus Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, selling an estimated $2.31M and leaving 98,603 shares worth $73.8M. The position accounts for 4.77% of the portfolio, ranked #3.

Vicus Capital first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $210M in Q2 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vicus Capital held 98,603 shares of iShares Core S&P 500 ETF worth $73.8M as of Q2 2026.
  • Vicus Capital sold 3,175 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.31M.
  • iShares Core S&P 500 ETF made up 4.77% of Vicus Capital's portfolio in Q2 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 53 quarters since.
  • Vicus Capital's iShares Core S&P 500 ETF position peaked at $210M in Q2 2025.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.