Wall Capital Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Wall Capital Group’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	$9.22M	Buy	12,314 +1,297	+12%	+$944K	7.55%	4
2026 Q1	$7.2M	Buy	11,017 +139	+1%	+$94.9K	7.68%	3
2025 Q4	$7.45M	Buy	+10,878	New	+$7.39M	7.09%	4
2023 Q4	$4.98M	Sell	10,426 -1,316	-11%	-$589K	5.64%	8
2023 Q3	$5.12M	Sell	11,742 -635	-5%	-$284K	7.27%	6
2023 Q2	$5.55M	Sell	12,377 -556	-4%	-$234K	5.96%	3
2023 Q1	$5.32M	Buy	+12,933	New	+$5.19M	6.47%	3
2022 Q2	–	Sell	-7,363	Closed	-$3.34M	–	17
2022 Q1	$3.34M	Sell	7,363 -1,759	-19%	-$787K	1.38%	8
2021 Q4	$4.35M	Buy	+9,122	New	+$4.2M	1.52%	7

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

Wall Capital Group's IVV Position: Q2 2026 in Review

Wall Capital Group increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $944K and bringing the position to 12,314 shares worth $9.22M. The position accounts for 7.55% of the portfolio, ranked #4.

Wall Capital Group first reported a position in IVV in Q4 2021 and has held it in 9 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wall Capital Group held 12,314 shares of iShares Core S&P 500 ETF worth $9.22M as of Q2 2026.
Wall Capital Group bought 1,297 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $944K.
iShares Core S&P 500 ETF made up 7.55% of Wall Capital Group's portfolio in Q2 2026, its #4 holding.
Wall Capital Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 9 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.