Waterloo Capital’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Waterloo Capital's IVV Position: Q1 2026 in Review
Waterloo Capital increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q1 2026, buying an estimated $1.04M and bringing the position to 80,219 shares worth $52.4M. The position accounts for 3.68% of the portfolio, ranked #2.
Waterloo Capital first reported a position in IVV in Q1 2020 and has held it in 14 quarters since. The position peaked at $53.9M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Waterloo Capital held 80,219 shares of iShares Core S&P 500 ETF worth $52.4M as of Q1 2026.
- Waterloo Capital bought 1,527 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.04M.
- iShares Core S&P 500 ETF made up 3.68% of Waterloo Capital's portfolio in Q1 2026, its #2 holding.
- Waterloo Capital first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 14 quarters since.
- Waterloo Capital's iShares Core S&P 500 ETF position peaked at $53.9M in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.