BTG Pactual Asset Management US’s iShares Core S&P 500 ETF IVV Stock Holding History

BTG Pactual Asset Management US’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 Q1	$532K	Sell	815 -93	-10%	-$63.5K	0.05%	180
2025 Q4	$564K	Sell	908 -51	-5%	-$34.6K	0.05%	124
2025 Q3	$595K	Sell	959 -63	-6%	-$40.6K	0.03%	124
2025 Q2	$635K	Buy	1,022 +208	+26%	+$119K	0.07%	128
2025 Q1	$457K	Sell	814 -3,387	-81%	-$2M	0.05%	168
2024 Q4	$1.91M	Hold	4,201	–	–	0.2%	112
2024 Q3	$1.91M	Hold	4,201	–	–	0.16%	115
2024 Q2	$2.3M	Buy	+4,201	New	+$2.21M	0.34%	62

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

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

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

BTG Pactual Asset Management US's IVV Position: Q1 2026 in Review

BTG Pactual Asset Management US reduced its iShares Core S&P 500 ETF (IVV) stake by 10% in Q1 2026, selling an estimated $63.5K and leaving 815 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #180.

BTG Pactual Asset Management US first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q2 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

BTG Pactual Asset Management US held 815 shares of iShares Core S&P 500 ETF worth $532K as of Q1 2026.
BTG Pactual Asset Management US sold 93 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $63.5K.
iShares Core S&P 500 ETF made up 0.05% of BTG Pactual Asset Management US's portfolio in Q1 2026, its #180 holding.
BTG Pactual Asset Management US first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
BTG Pactual Asset Management US's iShares Core S&P 500 ETF position peaked at $2.3M in Q2 2024.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.