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Ceera Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Ceera Investments’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 		$2.44M Buy
3,253
+7
+0.2% +$5.1K 1.03% 33
2026
Q1 		$2.12M Buy
3,246
+605
+23% +$413K 0.93% 33
2025
Q4 		$1.81M Sell
2,641
-2,592
-50% -$1.76M 0.7% 37
2025
Q3 		$3.5M Buy
5,233
+121
+2% +$77.9K 1.09% 31
2025
Q2 		$3.17M Buy
5,112
+1,000
+24% +$574K 0.97% 32
2025
Q1 		$2.31M Buy
4,112
+74
+2% +$43.7K 0.8% 35
2024
Q4 		$2.38M Sell
4,038
-78
-2% -$46.2K 0.82% 34
2024
Q3 		$2.37M Buy
4,116
+689
+20% +$383K 0.89% 34
2024
Q2 		$1.88M Buy
3,427
+1,833
+115% +$964K 0.79% 35
2024
Q1 		$838K Buy
1,594
+347
+28% +$174K 0.37% 52
2023
Q4 		$596K Buy
1,247
+28
+2% +$12.5K 0.28% 55
2023
Q3 		$523K Buy
1,219
+11
+0.9% +$4.92K 0.28% 57
2023
Q2 		$538K Buy
1,208
+77
+7% +$32.5K 0.31% 52
2023
Q1 		$465K Buy
1,131
+356
+46% +$143K 0.3% 54
2022
Q4 		$298K Buy
775
+80
+12% +$30.9K 0.19% 64
2022
Q3 		$249K Buy
+695
New +$278K 0.17% 63
2022
Q2 		– Sell
-505
Closed -$229K – 72
2022
Q1 		$229K Buy
+505
New +$226K 0.11% 67

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Ceera Investments's IVV Position: Q2 2026 in Review

Ceera Investments increased its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q2 2026, buying an estimated $5.1K and bringing the position to 3,253 shares worth $2.44M. The position accounts for 1.03% of the portfolio, ranked #33.

Ceera Investments first reported a position in IVV in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.5M in Q3 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ceera Investments held 3,253 shares of iShares Core S&P 500 ETF worth $2.44M as of Q2 2026.
  • Ceera Investments bought 7 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.1K.
  • iShares Core S&P 500 ETF made up 1.03% of Ceera Investments's portfolio in Q2 2026, its #33 holding.
  • Ceera Investments first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • Ceera Investments's iShares Core S&P 500 ETF position peaked at $3.5M in Q3 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.