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Warburton Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Warburton Capital Management’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
2025
Q1 		– Sell
-368
Closed -$216K – 50
2024
Q4 		$216K Buy
+368
New +$218K 0.16% 35

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Warburton Capital Management's IVV Position: Q1 2025 in Review

Warburton Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 368 shares — an estimated $216K sold.

Warburton Capital Management first reported a position in IVV in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Warburton Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Warburton Capital Management sold 368 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $216K.
  • Warburton Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 1 quarter.
  • Warburton Capital Management's iShares Core S&P 500 ETF position peaked at $216K in Q4 2024.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Warburton Capital Management's 13F filing for Q1 2025, filed 9 May 2025.