Bank Julius Baer & Co
IVV icon

Bank Julius Baer & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Bank Julius Baer & Co’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 		$14M Buy
18,828
+4,109
+28% +$2.99M 0.04% 175
2026
Q1 		$9.61M Sell
14,719
-1,263
-8% -$862K 0.03% 178
2025
Q4 		$10.9M Sell
15,982
-790
-5% -$536K 0.03% 174
2025
Q3 		$11.2M Buy
16,772
+6,979
+71% +$4.49M 0.03% 186
2025
Q2 		$6.08M Sell
9,793
-5,729
-37% -$3.29M 0.02% 224
2025
Q1 		$8.72M Sell
15,522
-13,130
-46% -$7.75M 0.03% 204
2024
Q4 		$18.6M Buy
28,652
+2,529
+10% +$1.5M 0.06% 150
2024
Q3 		$17.8M Sell
26,123
-2,349
-8% -$1.31M 0.06% 139
2024
Q2 		$17.5M Sell
28,472
-3,136
-10% -$1.65M 0.07% 126
2024
Q1 		$16.6M Sell
31,608
-5,335
-14% -$2.67M 0.06% 145
2023
Q4 		$17.6M Sell
36,943
-9,176
-20% -$4.11M 0.07% 149
2023
Q3 		$19.8M Sell
46,119
-7,227
-14% -$3.23M 0.12% 116
2023
Q2 		$23.8M Buy
53,346
+28,243
+113% +$11.9M 0.14% 108
2023
Q1 		$10.3M Sell
25,103
-2,438
-9% -$977K 0.07% 150
2022
Q4 		$10.6M Buy
27,541
+16,647
+153% +$6.42M 0.07% 145
2022
Q3 		$3.91M Sell
10,894
-2,260
-17% -$902K 0.03% 175
2022
Q2 		$4.99M Sell
13,154
-56,825
-81% -$23.4M 0.04% 171
2022
Q1 		$31.7M Sell
69,979
-25,883
-27% -$11.6M 0.19% 88
2021
Q4 		$45.7M Sell
95,862
-11,670
-11% -$5.38M 0.24% 76
2021
Q3 		$46.3M Buy
107,532
+10,156
+10% +$4.5M 0.29% 71
2021
Q2 		$41.9M Sell
97,376
-3,708
-4% -$1.55M 0.27% 78
2021
Q1 		$40.2M Sell
101,084
-7,118
-7% -$2.76M 0.3% 74
2020
Q4 		$40.6M Sell
108,202
-17,336
-14% -$6.17M 0.33% 61
2020
Q3 		$42.2M Buy
125,538
+24,006
+24% +$7.99M 0.41% 56
2020
Q2 		$31.5M Buy
101,532
+95,511
+1,586% +$28M 0.36% 61
2020
Q1 		$1.61M Buy
+6,021
New +$1.84M 0.04% 175

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 22.96% 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

Bank Julius Baer & Co's IVV Position: Q2 2026 in Review

Bank Julius Baer & Co increased its iShares Core S&P 500 ETF (IVV) stake by 28% in Q2 2026, buying an estimated $2.99M and bringing the position to 18,828 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #175.

Bank Julius Baer & Co first reported a position in IVV in Q1 2020 and has held it in 26 quarters since. The position peaked at $46.3M in Q3 2021. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bank Julius Baer & Co held 18,828 shares of iShares Core S&P 500 ETF worth $14M as of Q2 2026.
  • Bank Julius Baer & Co bought 4,109 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.99M.
  • iShares Core S&P 500 ETF made up 0.04% of Bank Julius Baer & Co's portfolio in Q2 2026, its #175 holding.
  • Bank Julius Baer & Co first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's iShares Core S&P 500 ETF position peaked at $46.3M in Q3 2021.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.