Bank of America’s iShares Core S&P 500 ETF IVV Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-1,000	Closed	-$669K	–	7858
2025 Q3	$669K	Sell	1,000 -2,900	-74%	-$1.87M	﹤0.01%	5601
2025 Q2	$2.42M	Sell	3,900 -2,900	-43%	-$1.67M	﹤0.01%	4607
2025 Q1	$3.82M	Sell	6,800 -12,300	-64%	-$7.26M	﹤0.01%	4086
2024 Q4	$11.2M	Buy	19,100 +3,800	+25%	+$2.25M	﹤0.01%	2838
2024 Q3	$8.83M	Buy	15,300 +15,000	+5,000%	+$8.34M	﹤0.01%	3191
2024 Q2	$164K	Sell	300 -1,000	-77%	-$526K	﹤0.01%	5996
2024 Q1	$683K	Buy	1,300 +1,100	+550%	+$550K	﹤0.01%	5162
2023 Q4	$95.5K	Sell	200 -1,000	-83%	-$448K	﹤0.01%	6388
2023 Q3	$515K	Sell	1,200 -1,500	-56%	-$671K	﹤0.01%	5292
2023 Q2	$1.2M	Buy	+2,700	New	+$1.14M	﹤0.01%	4632
2022 Q3	–	Sell	-900	Closed	-$341K	–	8016
2022 Q2	$341K	Buy	+900	New	+$370K	﹤0.01%	5706
2022 Q1	–	Sell	-900	Closed	-$429K	–	8504
2021 Q4	$429K	Buy	+900	New	+$415K	﹤0.01%	6011
2020 Q2	–	Sell	-900	Closed	-$233K	–	6959
2020 Q1	$233K	Sell	900 -1,000	-53%	-$306K	﹤0.01%	5004
2019 Q4	$614K	Buy	+1,900	New	+$588K	﹤0.01%	4870
2019 Q3	–	Sell	-1,000	Closed	-$295K	–	7359
2019 Q2	$295K	Hold	1,000	–	–	﹤0.01%	5416
2019 Q1	$285K	Buy	+1,000	New	+$273K	﹤0.01%	5344
2018 Q4	–	Sell	-1,000	Closed	-$293K	–	7231
2018 Q3	$293K	Buy	+1,000	New	+$287K	﹤0.01%	5273
2016 Q1	–	Sell	-1,700	Closed	-$348K	–	7158
2015 Q4	$348K	Buy	+1,700	New	+$351K	﹤0.01%	5041
2014 Q2	–	Sell	-7,000	Closed	-$1.32M	–	8107
2014 Q1	$1.32M	Buy	+7,000	New	+$1.29M	﹤0.01%	3619
2013 Q4	–	Sell	-1,100	Closed	-$186K	–	8004
2013 Q3	$186K	Buy	+1,100	New	+$185K	﹤0.01%	5513

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America's IVV Position: Q1 2026 in Review

Bank of America reduced its iShares Core S&P 500 ETF (IVV) stake by 7.5% in Q1 2026, selling an estimated $1.1B and leaving 20,079,104 shares worth $13.1B. The position accounts for 0.96% of the portfolio, ranked #14.

Bank of America first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.6B in Q1 2022. 3,985 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Bank of America held 20,079,104 shares of iShares Core S&P 500 ETF worth $13.1B as of Q1 2026.
Bank of America sold 1,617,371 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.1B.
iShares Core S&P 500 ETF made up 0.96% of Bank of America's portfolio in Q1 2026, its #14 holding.
Bank of America first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
Bank of America's iShares Core S&P 500 ETF position peaked at $20.6B in Q1 2022.
3,985 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.