CI Investments Inc
IVV icon

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

CI Investments Inc’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 		$797M Hold
1,064,173
– – 2.56% 7
2026
Q1 		$695M Hold
1,064,173
– – 3.37% 4
2025
Q4 		$729M Sell
1,064,173
-6,213,109
-85% -$4.22B 3.19% 5
2025
Q3 		$4.87B Hold
7,277,282
– – 17.7% 1
2025
Q2 		$4.52B Hold
7,277,282
– – 16.95% 1
2025
Q1 		$4.09B Sell
7,277,282
-992,400
-12% -$586M 17.23% 1
2024
Q4 		$4.87B Hold
8,269,682
– – 18.34% 1
2024
Q3 		$4.77B Hold
8,269,682
– – 18.15% 1
2024
Q2 		$4.53B Hold
8,269,682
– – 17.82% 1
2024
Q1 		$4.35B Buy
8,269,682
+7,829,199
+1,777% +$3.92B 17.26% 1
2023
Q4 		$210M Buy
+440,483
New +$197M 1.09% 23

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

CI Investments Inc's IVV Position: Q2 2026 in Review

CI Investments Inc held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,064,173 shares worth $797M. The position accounts for 2.56% of the portfolio, ranked #7.

CI Investments Inc first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.87B in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • CI Investments Inc held 1,064,173 shares of iShares Core S&P 500 ETF worth $797M as of Q2 2026.
  • CI Investments Inc left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 2.56% of CI Investments Inc's portfolio in Q2 2026, its #7 holding.
  • CI Investments Inc first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • CI Investments Inc's iShares Core S&P 500 ETF position peaked at $4.87B in Q3 2025.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.