AIM
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Axiom Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Axiom Investment 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
2026
Q1 		$77.7K Buy
+119
New +$81.3K 0.06% 167
2022
Q4 		$315K Sell
819
-667
-45% -$257K 0.82% 39
2022
Q3 		$533K Sell
1,486
-111
-7% -$44.3K 1.07% 24
2022
Q2 		$607K Hold
1,597
– – 1.75% 19
2022
Q1 		$724K Sell
1,597
-184
-10% -$82.3K 1.57% 20
2021
Q4 		$850K Sell
1,781
-47
-3% -$21.7K 0.82% 32
2021
Q3 		$786K Sell
1,828
-925
-34% -$410K 0.79% 31
2021
Q2 		$1.18M Hold
2,753
– – 0.92% 28
2021
Q1 		$1.1M Sell
2,753
-3,622
-57% -$1.4M 0.89% 32
2020
Q4 		$1.06K Buy
6,375
+3,334
+110% +$1.19M 0.97% 27
2020
Q3 		$1.02M Sell
3,041
-195
-6% -$64.9K 1.16% 22
2020
Q2 		$1M Buy
3,236
+204
+7% +$59.9K 1.33% 21
2020
Q1 		$783K Sell
3,032
-166
-5% -$50.9K 1.39% 19
2019
Q4 		$1.03M Buy
3,198
+24
+0.8% +$7.43K 1.48% 12
2019
Q3 		$948K Sell
3,174
-124
-4% -$36.9K 0.72% 40
2019
Q2 		$971K Sell
3,298
-6
-0.2% -$1.74K 0.18% 141
2019
Q1 		$940K Buy
3,304
+203
+7% +$55.5K 0.18% 137
2018
Q4 		$780K Buy
+3,101
New +$842K 0.16% 143

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

Axiom Investment Management's IVV Position: Q1 2026 in Review

Axiom Investment Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 119 shares worth $77.7K. The stake represents 0.06% of the portfolio and ranks #167 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in IVV as recently as Q4 2022.

Axiom Investment Management first reported a position in IVV in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.18M in Q2 2021. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Axiom Investment Management held 119 shares of iShares Core S&P 500 ETF worth $77.7K as of Q1 2026.
  • iShares Core S&P 500 ETF was a new Axiom Investment Management position in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.06% of Axiom Investment Management's portfolio in Q1 2026, its #167 holding.
  • Axiom Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 18 quarters since.
  • Axiom Investment Management's iShares Core S&P 500 ETF position peaked at $1.18M in Q2 2021.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.