Battery Global Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Battery Global Advisors’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	$393K	Buy	525 +1	+0.2%	+$728	0.2%	33
2026 Q1	$342K	Buy	524 +260	+98%	+$178K	0.18%	33
2025 Q4	$23.6K	Sell	264 -260	-50%	-$177K	0.01%	106
2025 Q3	$351K	Buy	524 +201	+62%	+$129K	0.16%	30
2025 Q2	$201K	Sell	323 -79	-20%	-$45.4K	0.1%	39
2025 Q1	$226K	Hold	402	–	–	0.13%	35
2024 Q4	$237K	Hold	402	–	–	0.13%	36
2024 Q3	$232K	Sell	402 -7,361	-95%	-$4.09M	0.13%	34
2024 Q2	$1.07M	Buy	7,763 +7,421	+2,170%	+$3.9M	0.71%	15
2024 Q1	$180K	Sell	342 -30	-8%	-$15K	0.15%	28
2023 Q4	$178K	Buy	+372	New	+$167K	0.14%	33

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Battery Global Advisors's IVV Position: Q2 2026 in Review

Battery Global Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.19% in Q2 2026, buying an estimated $728 and bringing the position to 525 shares worth $393K. The position accounts for 0.2% of the portfolio, ranked #33.

Battery Global Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q2 2024. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Battery Global Advisors held 525 shares of iShares Core S&P 500 ETF worth $393K as of Q2 2026.
Battery Global Advisors bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.2% of Battery Global Advisors's portfolio in Q2 2026, its #33 holding.
Battery Global Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Battery Global Advisors's iShares Core S&P 500 ETF position peaked at $1.07M in Q2 2024.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.