Wallace Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Wallace Capital Management's IVV Position: Q1 2026 in Review
Wallace Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 360 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #66.
Wallace Capital Management first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Wallace Capital Management held 360 shares of iShares Core S&P 500 ETF worth $235K as of Q1 2026.
- Wallace Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
- iShares Core S&P 500 ETF made up 0.03% of Wallace Capital Management's portfolio in Q1 2026, its #66 holding.
- Wallace Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
- Wallace Capital Management's iShares Core S&P 500 ETF position peaked at $247K in Q4 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.