Adventist Health System West’s iShares Core S&P 500 ETF IVV Stock Holding History

Adventist Health System West’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 Q1	$265M	Sell	405,108 -43,560	-10%	-$29.7M	46.93%	1
2025 Q4	$307M	Buy	+448,668	New	+$305M	51.65%	1
2025 Q3	–	Sell	-204,550	Closed	-$127M	–	10
2025 Q2	$127M	Hold	204,550	–	–	18.86%	2
2025 Q1	$115M	Hold	204,550	–	–	18.14%	2
2024 Q4	$120M	Sell	204,550 -448,950	-69%	-$266M	18.62%	2
2024 Q3	$377M	Hold	653,500	–	–	57.97%	1
2024 Q2	$359M	Sell	653,500 -600	-0.1%	-$316K	58.26%	1
2024 Q1	$344M	Hold	654,100	–	–	61.83%	1
2023 Q4	$312M	Hold	654,100	–	–	60.54%	1
2023 Q3	$281M	Sell	654,100 -37,000	-5%	-$16.6M	59.45%	1
2023 Q2	$308M	Hold	691,100	–	–	60.44%	1
2023 Q1	$284M	Hold	691,100	–	–	58.77%	1
2022 Q4	$266M	Hold	691,100	–	–	58.09%	1
2022 Q3	$248M	Hold	691,100	–	–	58.36%	1
2022 Q2	$262M	Hold	691,100	–	–	57.59%	1
2022 Q1	$314M	Buy	+691,100	New	+$309M	59.2%	1

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Adventist Health System West's IVV Position: Q1 2026 in Review

Adventist Health System West reduced its iShares Core S&P 500 ETF (IVV) stake by 9.7% in Q1 2026, selling an estimated $29.7M and leaving 405,108 shares worth $265M. The position accounts for 46.93% of the portfolio, ranked #1.

Adventist Health System West first reported a position in IVV in Q1 2022 and has held it in 16 quarters since. The position peaked at $377M in Q3 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Adventist Health System West held 405,108 shares of iShares Core S&P 500 ETF worth $265M as of Q1 2026.
Adventist Health System West sold 43,560 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $29.7M.
iShares Core S&P 500 ETF made up 46.93% of Adventist Health System West's portfolio in Q1 2026, its #1 holding.
Adventist Health System West first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 16 quarters since.
Adventist Health System West's iShares Core S&P 500 ETF position peaked at $377M in Q3 2024.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Adventist Health System West's 13F filing for Q1 2026, filed 12 May 2026.