Analyst IMS Investment Management Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $203M | Sell |
311,425
-27,180
| -8% | -$18.6M | 6.16% | 5 |
|
|
2025
Q4 | $232M | Sell |
338,605
-22,679
| -6% | -$15.4M | 6.76% | 4 |
|
|
2025
Q3 | $242M | Hold |
361,284
| – | – | 7.52% | 4 |
|
|
2025
Q2 | $224M | Hold |
361,284
| – | – | 7.66% | 4 |
|
|
2025
Q1 | $203M | Sell |
361,284
-7,618
| -2% | -$4.5M | 7.89% | 4 |
|
|
2024
Q4 | $217M | Hold |
368,902
| – | – | 7.95% | 4 |
|
|
2024
Q3 | $213M | Sell |
368,902
-36,606
| -9% | -$20.4M | 8.17% | 4 |
|
|
2024
Q2 | $222M | Hold |
405,508
| – | – | 9.11% | 4 |
|
|
2024
Q1 | $213M | Buy |
405,508
+5,358
| +1% | +$2.68M | 9.29% | 4 |
|
|
2023
Q4 | $191M | Buy |
400,150
+18,380
| +5% | +$8.23M | 9.92% | 4 |
|
|
2023
Q3 | $164M | Buy |
381,770
+55,398
| +17% | +$24.8M | 10.29% | 4 |
|
|
2023
Q2 | $144M | Buy |
326,372
+22,526
| +7% | +$9.49M | 9.65% | 4 |
|
|
2023
Q1 | $123M | Buy |
303,846
+55,169
| +22% | +$22.1M | 9.35% | 4 |
|
|
2022
Q4 | $95.7M | Buy |
248,677
+74,828
| +43% | +$28.9M | 8.22% | 4 |
|
|
2022
Q3 | $63.3M | Sell |
173,849
-243
| -0.1% | -$97K | 6.18% | 4 |
|
|
2022
Q2 | $66M | Buy |
174,092
+31,435
| +22% | +$12.9M | 6.29% | 4 |
|
|
2022
Q1 | $64.7M | Buy |
142,657
+23,761
| +20% | +$10.6M | 5.73% | 4 |
|
|
2021
Q4 | $56.9M | Buy |
118,896
+1,455
| +1% | +$671K | 5.4% | 4 |
|
|
2021
Q3 | $50.6M | Sell |
117,441
-377
| -0.3% | -$167K | 6.23% | 3 |
|
|
2021
Q2 | $50.7M | Buy |
117,818
+2,100
| +2% | +$880K | 6.07% | 3 |
|
|
2021
Q1 | $46M | Buy |
115,718
+2,500
| +2% | +$968K | 6.17% | 3 |
|
|
2020
Q4 | $42.5M | Buy |
113,218
+17,021
| +18% | +$6.06M | 7.12% | 3 |
|
|
2020
Q3 | $32.3M | Buy |
96,197
+5,160
| +6% | +$1.72M | 6.59% | 3 |
|
|
2020
Q2 | $28.2M | Buy |
91,037
+10,035
| +12% | +$2.95M | 6.55% | 3 |
|
|
2020
Q1 | $20.9M | Buy |
81,002
+1,655
| +2% | +$507K | 6.72% | 3 |
|
|
2019
Q4 | $25.6M | Hold |
79,347
| – | – | 6.96% | 3 |
|
|
2019
Q3 | $23.7M | Buy |
79,347
+19,286
| +32% | +$5.73M | 7.02% | 3 |
|
|
2019
Q2 | $17.7M | Buy |
60,061
+3,975
| +7% | +$1.15M | 5.28% | 3 |
|
|
2019
Q1 | $16M | Buy |
56,086
+1,854
| +3% | +$507K | 4.92% | 3 |
|
|
2018
Q4 | $13.6K | Buy |
54,232
+5,177
| +11% | +$1.41M | 2.18% | 6 |
|
|
2018
Q3 | $14.4K | Buy |
49,055
+27
| +0.1% | +$7.74K | 2.3% | 6 |
|
|
2018
Q2 | $13.4M | Buy |
49,028
+338
| +0.7% | +$91.9K | 4.09% | 6 |
|
|
2018
Q1 | $12.9M | Hold |
48,690
| – | – | 4.08% | 7 |
|
|
2017
Q4 | $13.1M | Buy |
48,690
+611
| +1% | +$160K | 4% | 7 |
|
|
2017
Q3 | $12.1M | Hold |
48,079
| – | – | 3.98% | 6 |
|
|
2017
Q2 | $11.7M | Sell |
48,079
-3,623
| -7% | -$874K | 4.17% | 6 |
|
|
2017
Q1 | $12.3M | Sell |
51,702
-12,871
| -20% | -$3.01M | 4.79% | 5 |
|
|
2016
Q4 | $14.5M | Buy |
64,573
+834
| +1% | +$183K | 6.35% | 3 |
|
|
2016
Q3 | $13.9M | Buy |
63,739
+524
| +0.8% | +$114K | 5.87% | 3 |
|
|
2016
Q2 | $13.3M | Sell |
63,215
-897
| -1% | -$187K | 5.62% | 3 |
|
|
2016
Q1 | $13.2M | Sell |
64,112
-2,085
| -3% | -$409K | 5.7% | 3 |
|
|
2015
Q4 | $13.6M | Sell |
66,197
-3,689
| -5% | -$762K | 5.66% | 3 |
|
|
2015
Q3 | $13.5M | Sell |
69,886
-569
| -0.8% | -$116K | 5.68% | 3 |
|
|
2015
Q2 | $14.6M | Sell |
70,455
-1,033
| -1% | -$219K | 5.68% | 3 |
|
|
2015
Q1 | $14.9M | Sell |
71,488
-25,987
| -27% | -$5.4M | 5.76% | 3 |
|
|
2014
Q4 | $20.2M | Buy |
+97,475
| New | +$19.7M | 7.75% | 2 |
|
Other funds holding IVV
Analyst IMS Investment Management Services's IVV Position: Q1 2026 in Review
Analyst IMS Investment Management Services reduced its iShares Core S&P 500 ETF (IVV) stake by 8% in Q1 2026, selling an estimated $18.6M and leaving 311,425 shares worth $203M. The position accounts for 6.16% of the portfolio, ranked #5.
Analyst IMS Investment Management Services first reported a position in IVV in Q4 2014 and has held it in 46 quarters since. The position peaked at $242M in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Analyst IMS Investment Management Services held 311,425 shares of iShares Core S&P 500 ETF worth $203M as of Q1 2026.
- Analyst IMS Investment Management Services sold 27,180 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $18.6M.
- iShares Core S&P 500 ETF made up 6.16% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #5 holding.
- Analyst IMS Investment Management Services first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 46 quarters since.
- Analyst IMS Investment Management Services's iShares Core S&P 500 ETF position peaked at $242M in Q3 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.