Capital International Investors
IVV icon

Capital International Investors’s iShares Core S&P 500 ETF IVV Stock Holding History

Capital International Investors’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
Q3 		– Sell
-1,677
Closed -$1.04M – 462
2025
Q2 		$1.04M Buy
1,677
+429
+34% +$246K ﹤0.01% 427
2025
Q1 		$697K Buy
1,248
+195
+19% +$115K ﹤0.01% 432
2024
Q4 		$622K Buy
1,053
+202
+24% +$120K ﹤0.01% 444
2024
Q3 		$489K Buy
+851
New +$473K ﹤0.01% 432
2024
Q1 		– Sell
-521
Closed -$249K – 444
2023
Q4 		$249K Buy
+521
New +$233K ﹤0.01% 435
2023
Q3 		– Sell
-1,537
Closed -$677K – 444
2023
Q2 		$677K Buy
1,537
+505
+49% +$213K ﹤0.01% 428
2023
Q1 		$419K Sell
1,032
-1,269
-55% -$509K ﹤0.01% 432
2022
Q4 		$886K Buy
2,301
+1,427
+163% +$551K ﹤0.01% 416
2022
Q3 		$318K Buy
+874
New +$349K ﹤0.01% 428
2022
Q1 		– Sell
-940
Closed -$450K – 464
2021
Q4 		$450K Sell
940
-568
-38% -$262K ﹤0.01% 453
2021
Q3 		$658K Sell
1,508
-24,382
-94% -$10.8M ﹤0.01% 448
2021
Q2 		$11.1M Buy
25,890
+2,814
+12% +$1.18M ﹤0.01% 424
2021
Q1 		$9.14M Buy
23,076
+5,159
+29% +$2M ﹤0.01% 415
2020
Q4 		$6.69M Buy
+17,917
New +$6.38M ﹤0.01% 419

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capital International Investors's IVV Position: Q3 2025 in Review

Capital International Investors sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 1,677 shares — an estimated $1.04M sold.

Capital International Investors first reported a position in IVV in Q4 2020 and held it in 14 quarters. The position peaked at $11.1M in Q2 2021. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Capital International Investors reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Capital International Investors sold 1,677 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $1.04M.
  • Capital International Investors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 14 quarters.
  • Capital International Investors's iShares Core S&P 500 ETF position peaked at $11.1M in Q2 2021.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Capital International Investors's 13F filing for Q3 2025, filed 13 Nov 2025.