AG
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AIA Group’s iShares Core S&P 500 ETF IVV Stock Holding History

AIA 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
Q1 		$1.53B Buy
2,337,533
+160,781
+7% +$110M 22.2% 1
2025
Q4 		$1.49B Sell
2,176,752
-175,771
-7% -$119M 22.31% 1
2025
Q3 		$1.57B Buy
2,352,523
+113,406
+5% +$73M 27.83% 1
2025
Q2 		$1.39B Sell
2,239,117
-5,969
-0.3% -$3.43M 30.23% 1
2025
Q1 		$1.26B Buy
2,245,086
+371,223
+20% +$219M 30.99% 1
2024
Q4 		$1.1B Buy
1,873,863
+483,448
+35% +$286M 26.64% 1
2024
Q3 		$802M Sell
1,390,415
-478,058
-26% -$266M 20.7% 1
2024
Q2 		$1.02B Buy
1,868,473
+538,234
+40% +$283M 29.9% 1
2024
Q1 		$699M Buy
1,330,239
+44,941
+3% +$22.5M 22.83% 1
2023
Q4 		$614M Sell
1,285,298
-13,110
-1% -$5.87M 25.18% 1
2023
Q3 		$558M Sell
1,298,408
-50,650
-4% -$22.7M 27.22% 1
2023
Q2 		$601M Buy
1,349,058
+37,334
+3% +$15.7M 29.11% 1
2023
Q1 		$539M Buy
1,311,724
+26,694
+2% +$10.7M 29.24% 1
2022
Q4 		$494M Buy
1,285,030
+24,457
+2% +$9.44M 30.09% 1
2022
Q3 		$452M Buy
1,260,573
+16,892
+1% +$6.75M 29.6% 1
2022
Q2 		$472M Buy
1,243,681
+18,779
+2% +$7.72M 25.32% 1
2022
Q1 		$556M Buy
1,224,902
+35,530
+3% +$15.9M 24.21% 1
2021
Q4 		$567M Buy
1,189,372
+25,312
+2% +$11.7M 26.79% 1
2021
Q3 		$502M Buy
1,164,060
+124,138
+12% +$55M 28.32% 1
2021
Q2 		$444M Buy
1,039,922
+1,022,653
+5,922% +$428M 30.52% 1
2021
Q1 		$6.87M Buy
+17,269
New +$6.69M 0.99% 30

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AIA Group's IVV Position: Q1 2026 in Review

AIA Group increased its iShares Core S&P 500 ETF (IVV) stake by 7.4% in Q1 2026, buying an estimated $110M and bringing the position to 2,337,533 shares worth $1.53B. The position accounts for 22.2% of the portfolio, ranked #1.

AIA Group first reported a position in IVV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.57B in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • AIA Group held 2,337,533 shares of iShares Core S&P 500 ETF worth $1.53B as of Q1 2026.
  • AIA Group bought 160,781 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $110M.
  • iShares Core S&P 500 ETF made up 22.2% of AIA Group's portfolio in Q1 2026, its #1 holding.
  • AIA Group first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • AIA Group's iShares Core S&P 500 ETF position peaked at $1.57B in Q3 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on AIA Group's 13F filing for Q1 2026, filed 6 May 2026.