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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
Q2 		$2.25M Buy
3,000
+100
+3% +$72.8K 0.02% 122
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Axiom Investors's IVV Position: Q2 2026 in Review

Axiom Investors increased its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2026, buying an estimated $72.8K and bringing the position to 3,000 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #122.

Axiom Investors first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.54M in Q1 2021. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Axiom Investors held 3,000 shares of iShares Core S&P 500 ETF worth $2.25M as of Q2 2026.
  • Axiom Investors bought 100 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.8K.
  • iShares Core S&P 500 ETF made up 0.02% of Axiom Investors's portfolio in Q2 2026, its #122 holding.
  • Axiom Investors first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Axiom Investors's iShares Core S&P 500 ETF position peaked at $4.54M in Q1 2021.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.