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 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 $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

BW Gestao de Investimentos's IVV Position: Q1 2026 in Review

BW Gestao de Investimentos reduced its iShares Core S&P 500 ETF (IVV) stake by 59% in Q1 2026, selling an estimated $300M and leaving 300,036 shares worth $196M. The position accounts for 6.51% of the portfolio, ranked #3.

BW Gestao de Investimentos first reported a position in IVV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.28B in Q4 2024. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

BW Gestao de Investimentos held 300,036 shares of iShares Core S&P 500 ETF worth $196M as of Q1 2026.
BW Gestao de Investimentos sold 438,806 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $300M.
iShares Core S&P 500 ETF made up 6.51% of BW Gestao de Investimentos's portfolio in Q1 2026, its #3 holding.
BW Gestao de Investimentos first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
BW Gestao de Investimentos's iShares Core S&P 500 ETF position peaked at $1.28B in Q4 2024.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.