BIP Alliance’s iShares Core S&P 500 ETF IVV Stock Holding History

BIP Alliance’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	$597K	Hold	961	–	–	0.23%	27
2025 Q1	$540K	Hold	961	–	–	0.23%	26
2024 Q4	$566K	Buy	+961	New	+$569K	0.24%	30

Other funds holding IVV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BIP Alliance's IVV Position: Q2 2025 in Review

BIP Alliance held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2025 at 961 shares worth $597K. The position accounts for 0.23% of the portfolio, ranked #27.

BIP Alliance first reported a position in IVV in Q4 2024 and has held it in 3 quarters since. 3,621 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

BIP Alliance held 961 shares of iShares Core S&P 500 ETF worth $597K as of Q2 2025.
BIP Alliance left its iShares Core S&P 500 ETF share count unchanged in Q2 2025.
iShares Core S&P 500 ETF made up 0.23% of BIP Alliance's portfolio in Q2 2025, its #27 holding.
BIP Alliance first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
3,621 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on BIP Alliance's 13F filing for Q2 2025, filed 31 Jul 2025.