AI
IVV icon

Axiom Investors’s iShares Core S&P 500 ETF IVV Stock Holding History

Axiom Investors’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 		$1.89M Buy
2,900
+300
+12% +$205K 0.02% 107
2025
Q4 		$1.78M Sell
2,600
-100
-4% -$67.9K 0.02% 111
2025
Q3 		$1.81M Buy
2,700
+200
+8% +$129K 0.01% 117
2025
Q2 		$1.55M Sell
2,500
-100
-4% -$57.4K 0.01% 128
2025
Q1 		$1.46M Buy
2,600
+1,100
+73% +$650K 0.01% 127
2024
Q4 		$883K Sell
1,500
-647
-30% -$383K 0.01% 129
2024
Q3 		$1.24M Sell
2,147
-1,653
-44% -$919K 0.01% 122
2024
Q2 		$2.08M Sell
3,800
-300
-7% -$158K 0.02% 117
2024
Q1 		$2.16M Buy
4,100
+700
+21% +$350K 0.02% 127
2023
Q4 		$1.62M Sell
3,400
-100
-3% -$44.8K 0.02% 127
2023
Q3 		$1.5M Sell
3,500
-1,500
-30% -$671K 0.02% 106
2023
Q2 		$2.23M Sell
5,000
-200
-4% -$84.3K 0.03% 105
2023
Q1 		$2.14M Buy
5,200
+900
+21% +$361K 0.04% 107
2022
Q4 		$1.65M Sell
4,300
-1,500
-26% -$579K 0.03% 108
2022
Q3 		$2.08M Sell
5,800
-1,700
-23% -$679K 0.04% 106
2022
Q2 		$2.84M Sell
7,500
-1,080
-13% -$444K 0.09% 94
2022
Q1 		$3.89M Buy
8,580
+1,280
+18% +$572K 0.09% 90
2021
Q4 		$3.48M Sell
7,300
-2,900
-28% -$1.34M 0.06% 95
2021
Q3 		$4.39M Buy
10,200
+1,800
+21% +$798K 0.07% 95
2021
Q2 		$3.61M Sell
8,400
-3,000
-26% -$1.26M 0.06% 102
2021
Q1 		$4.54M Buy
+11,400
New +$4.41M 0.08% 97

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 Investors's IVV Position: Q1 2026 in Review

Axiom Investors increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q1 2026, buying an estimated $205K and bringing the position to 2,900 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #107.

Axiom Investors first reported a position in IVV in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.54M in Q1 2021. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Axiom Investors held 2,900 shares of iShares Core S&P 500 ETF worth $1.89M as of Q1 2026.
  • Axiom Investors bought 300 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $205K.
  • iShares Core S&P 500 ETF made up 0.02% of Axiom Investors's portfolio in Q1 2026, its #107 holding.
  • Axiom Investors first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • Axiom Investors's iShares Core S&P 500 ETF position peaked at $4.54M in Q1 2021.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Axiom Investors's 13F filing for Q1 2026, filed 14 May 2026.