Cambridge Investment Research Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $786M | Buy |
1,202,937
+205,322
| +21% | +$140M | 2.03% | 4 |
|
|
2025
Q4 | $683M | Sell |
997,615
-10,362
| -1% | -$7.04M | 1.81% | 6 |
|
|
2025
Q3 | $675M | Buy |
1,007,977
+10,804
| +1% | +$6.96M | 1.85% | 6 |
|
|
2025
Q2 | $619M | Sell |
997,173
-32,762
| -3% | -$18.8M | 1.88% | 6 |
|
|
2025
Q1 | $579M | Sell |
1,029,935
-18,109
| -2% | -$10.7M | 1.95% | 5 |
|
|
2024
Q4 | $617M | Buy |
1,048,044
+2,766
| +0.3% | +$1.64M | 2.06% | 5 |
|
|
2024
Q3 | $603M | Buy |
1,045,278
+25,930
| +3% | +$14.4M | 2.05% | 5 |
|
|
2024
Q2 | $558M | Sell |
1,019,348
-2,977
| -0.3% | -$1.57M | 2.06% | 5 |
|
|
2024
Q1 | $537M | Sell |
1,022,325
-17,974
| -2% | -$8.99M | 2.07% | 4 |
|
|
2023
Q4 | $497M | Sell |
1,040,299
-37,465
| -3% | -$16.8M | 2.12% | 4 |
|
|
2023
Q3 | $463M | Buy |
1,077,764
+75,517
| +8% | +$33.8M | 2.16% | 3 |
|
|
2023
Q2 | $447M | Buy |
1,002,247
+84,098
| +9% | +$35.4M | 2.04% | 3 |
|
|
2023
Q1 | $377M | Sell |
918,149
-72,159
| -7% | -$28.9M | 1.85% | 3 |
|
|
2022
Q4 | $380M | Buy |
990,308
+157,482
| +19% | +$60.8M | 1.97% | 3 |
|
|
2022
Q3 | $299M | Buy |
832,826
+4,575
| +0.6% | +$1.83M | 1.68% | 3 |
|
|
2022
Q2 | $314M | Buy |
828,251
+40,896
| +5% | +$16.8M | 1.69% | 4 |
|
|
2022
Q1 | $357M | Buy |
787,355
+4,160
| +0.5% | +$1.86M | 1.64% | 5 |
|
|
2021
Q4 | $374M | Buy |
783,195
+27,220
| +4% | +$12.5M | 1.67% | 5 |
|
|
2021
Q3 | $326M | Sell |
755,975
-494
| -0.1% | -$219K | 1.61% | 6 |
|
|
2021
Q2 | $325M | Buy |
756,469
+52,462
| +7% | +$22M | 1.56% | 7 |
|
|
2021
Q1 | $280M | Buy |
704,007
+13,968
| +2% | +$5.41M | 1.52% | 7 |
|
|
2020
Q4 | $259M | Buy |
690,039
+3,412
| +0.5% | +$1.21M | 1.51% | 7 |
|
|
2020
Q3 | $231M | Sell |
686,627
-18,808
| -3% | -$6.26M | 1.56% | 6 |
|
|
2020
Q2 | $218M | Sell |
705,435
-7,844
| -1% | -$2.3M | 1.64% | 6 |
|
|
2020
Q1 | $184M | Buy |
713,279
+4,962
| +0.7% | +$1.52M | 1.77% | 4 |
|
|
2019
Q4 | $229M | Buy |
708,317
+68,686
| +11% | +$21.3M | 1.77% | 4 |
|
|
2019
Q3 | $191M | Sell |
639,631
-14,939
| -2% | -$4.44M | 1.68% | 4 |
|
|
2019
Q2 | $193M | Sell |
654,570
-7,964
| -1% | -$2.31M | 1.77% | 4 |
|
|
2019
Q1 | $189M | Buy |
662,534
+50,925
| +8% | +$13.9M | 1.8% | 4 |
|
|
2018
Q4 | $154M | Sell |
611,609
-5,754
| -0.9% | -$1.56M | 1.7% | 4 |
|
|
2018
Q3 | $181M | Buy |
617,363
+29,266
| +5% | +$8.39M | 1.73% | 4 |
|
|
2018
Q2 | $161M | Sell |
588,097
-48,258
| -8% | -$13.1M | 1.7% | 5 |
|
|
2018
Q1 | $169M | Buy |
636,355
+17,222
| +3% | +$4.74M | 1.9% | 4 |
|
|
2017
Q4 | $166M | Sell |
619,133
-6,968
| -1% | -$1.82M | 1.96% | 3 |
|
|
2017
Q3 | $158M | Buy |
626,101
+42,912
| +7% | +$10.7M | 2.13% | 3 |
|
|
2017
Q2 | $142M | Buy |
583,189
+63,871
| +12% | +$15.4M | 2.09% | 3 |
|
|
2017
Q1 | $123M | Buy |
519,318
+3,306
| +0.6% | +$773K | 2.1% | 3 |
|
|
2016
Q4 | $116M | Buy |
516,012
+13,293
| +3% | +$2.92M | 2.18% | 3 |
|
|
2016
Q3 | $109M | Buy |
502,719
+21,533
| +4% | +$4.68M | 2.03% | 3 |
|
|
2016
Q2 | $101M | Sell |
481,186
-10,742
| -2% | -$2.24M | 2.15% | 3 |
|
|
2016
Q1 | $102M | Sell |
491,928
-53,936
| -10% | -$10.6M | 2.3% | 3 |
|
|
2015
Q4 | $112M | Buy |
545,864
+58,182
| +12% | +$12M | 2.65% | 3 |
|
|
2015
Q3 | $94M | Sell |
487,682
-12,029
| -2% | -$2.46M | 2.7% | 3 |
|
|
2015
Q2 | $104M | Sell |
499,711
-61,692
| -11% | -$13.1M | 2.86% | 1 |
|
|
2015
Q1 | $117M | Buy |
561,403
+52,983
| +10% | +$11M | 3.32% | 1 |
|
|
2014
Q4 | $105M | Buy |
508,420
+28,080
| +6% | +$5.68M | 3.26% | 1 |
|
|
2014
Q3 | $95.2M | Buy |
480,340
+18,276
| +4% | +$3.64M | 2.81% | 2 |
|
|
2014
Q2 | $91M | Buy |
462,064
+9,532
| +2% | +$1.82M | 3.18% | 1 |
|
|
2014
Q1 | $85.1M | Buy |
452,532
+5,635
| +1% | +$1.04M | 3.22% | 1 |
|
|
2013
Q4 | $83M | Buy |
446,897
+16,137
| +4% | +$2.87M | 3.4% | 1 |
|
|
2013
Q3 | $72.8M | Buy |
430,760
+3,410
| +0.8% | +$575K | 3.19% | 1 |
|
|
2013
Q2 | $68.8M | Buy |
+427,350
| New | +$69.2M | 3.49% | 1 |
|
Other funds holding IVV
Cambridge Investment Research Advisors's IVV Position: Q1 2026 in Review
Cambridge Investment Research Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q1 2026, buying an estimated $140M and bringing the position to 1,202,937 shares worth $786M. The position accounts for 2.03% of the portfolio, ranked #4.
Cambridge Investment Research Advisors first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Cambridge Investment Research Advisors held 1,202,937 shares of iShares Core S&P 500 ETF worth $786M as of Q1 2026.
- Cambridge Investment Research Advisors bought 205,322 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $140M.
- iShares Core S&P 500 ETF made up 2.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #4 holding.
- Cambridge Investment Research Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.