BW Gestao de Investimentos’s iShares Core S&P 500 ETF IVV Stock Holding History

BW Gestao de Investimentos’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	$819M	Buy	1,093,321 +793,285	+264%	+$578M	16.2%	2
2026 Q1	$196M	Sell	300,036 -438,806	-59%	-$300M	6.51%	3
2025 Q4	$506M	Buy	738,842 +583,842	+377%	+$396M	11.42%	2
2025 Q3	$104M	Buy	+155,000	New	+$99.8M	4.54%	4
2025 Q1	–	Sell	-2,171,290	Closed	-$1.28B	–	135
2024 Q4	$1.28B	Buy	+2,171,290	New	+$1.29B	40.74%	1

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

BW Gestao de Investimentos's IVV Position: Q2 2026 in Review

BW Gestao de Investimentos increased its iShares Core S&P 500 ETF (IVV) stake by 264% in Q2 2026, buying an estimated $578M and bringing the position to 1,093,321 shares worth $819M. The position accounts for 16.2% of the portfolio, ranked #2.

BW Gestao de Investimentos first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.28B in Q4 2024. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

BW Gestao de Investimentos held 1,093,321 shares of iShares Core S&P 500 ETF worth $819M as of Q2 2026.
BW Gestao de Investimentos bought 793,285 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $578M.
iShares Core S&P 500 ETF made up 16.2% of BW Gestao de Investimentos's portfolio in Q2 2026, its #2 holding.
BW Gestao de Investimentos first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
BW Gestao de Investimentos's iShares Core S&P 500 ETF position peaked at $1.28B in Q4 2024.
4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.