Bayesian Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bayesian Capital Management’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 Q2	–	Sell	-540	Closed	-$303K	–	717
2025 Q1	$303K	Buy	+540	New	+$319K	0.05%	385
2024 Q3	–	Sell	-3,884	Closed	-$2.13M	–	862
2024 Q2	$2.13M	Buy	+3,884	New	+$2.04M	0.24%	106
2023 Q1	–	Sell	-7,200	Closed	-$2.77M	–	943
2022 Q4	$2.77M	Buy	+7,200	New	+$2.78M	0.4%	32
2022 Q2	–	Sell	-4,900	Closed	-$2.22M	–	929
2022 Q1	$2.22M	Buy	+4,900	New	+$2.19M	0.33%	55
2021 Q4	–	Sell	-1,075	Closed	-$463K	–	450
2021 Q3	$463K	Buy	+1,075	New	+$476K	0.13%	198
2021 Q2	–	Sell	-1,022	Closed	-$407K	–	525
2021 Q1	$407K	Sell	1,022 -489	-32%	-$189K	0.09%	275
2020 Q4	$567K	Buy	+1,511	New	+$538K	0.15%	195
2020 Q3	–	Sell	-3,641	Closed	-$1.13M	–	600
2020 Q2	$1.13M	Buy	+3,641	New	+$1.07M	0.25%	111
2020 Q1	–	Sell	-5,525	Closed	-$1.79M	–	871
2019 Q4	$1.79M	Buy	+5,525	New	+$1.71M	0.31%	70
2018 Q3	–	Sell	-1,299	Closed	-$355K	–	711
2018 Q2	$355K	Buy	+1,299	New	+$353K	0.08%	353
2017 Q1	–	Sell	-1,362	Closed	-$306K	–	551
2016 Q4	$306K	Sell	1,362 -139	-9%	-$30.5K	0.08%	423
2016 Q3	$327K	Buy	+1,501	New	+$326K	0.21%	172

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 $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bayesian Capital Management's IVV Position: Q2 2025 in Review

Bayesian Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 540 shares — an estimated $303K sold.

Bayesian Capital Management first reported a position in IVV in Q3 2016 and held it in 12 quarters. The position peaked at $2.77M in Q4 2022. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Bayesian Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Bayesian Capital Management sold 540 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $303K.
Bayesian Capital Management first reported a position in iShares Core S&P 500 ETF in Q3 2016 and held it in 12 quarters.
Bayesian Capital Management's iShares Core S&P 500 ETF position peaked at $2.77M in Q4 2022.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Bayesian Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.