Citadel Advisors
IVV icon

Citadel Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Citadel Advisors’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 		$94.3M Sell
144,300
-120,900
-46% -$82.6M 0.02% 848
2025
Q4 		$182M Sell
265,200
-20,200
-7% -$13.7M 0.03% 529
2025
Q3 		$191M Buy
285,400
+151,300
+113% +$97.4M 0.03% 494
2025
Q2 		$83.3M Sell
134,100
-63,000
-32% -$36.2M 0.01% 890
2025
Q1 		$111M Sell
197,100
-293,800
-60% -$173M 0.02% 634
2024
Q4 		$289M Buy
490,900
+414,800
+545% +$246M 0.05% 274
2024
Q3 		$43.9M Sell
76,100
-34,600
-31% -$19.2M 0.01% 1340
2024
Q2 		$60.6M Sell
110,700
-600
-0.5% -$316K 0.01% 1004
2024
Q1 		$58.5M Sell
111,300
-336,300
-75% -$168M 0.01% 1083
2023
Q4 		$214M Buy
447,600
+391,100
+692% +$175M 0.04% 327
2023
Q3 		$24.3M Buy
56,500
+34,900
+162% +$15.6M 0.01% 1666
2023
Q2 		$9.63M Buy
21,600
+9,500
+79% +$4M ﹤0.01% 2727
2023
Q1 		$4.97M Sell
12,100
-27,500
-69% -$11M ﹤0.01% 3826
2022
Q4 		$15.2M Buy
39,600
+9,300
+31% +$3.59M ﹤0.01% 2267
2022
Q3 		$10.9M Sell
30,300
-50,600
-63% -$20.2M ﹤0.01% 2642
2022
Q2 		$30.7M Sell
80,900
-97,900
-55% -$40.3M 0.01% 1453
2022
Q1 		$81.1M Buy
178,800
+57,700
+48% +$25.8M 0.02% 772
2021
Q4 		$57.8M Buy
121,100
+34,900
+40% +$16.1M 0.01% 1055
2021
Q3 		$37.1M Buy
86,200
+42,100
+95% +$18.7M 0.01% 1356
2021
Q2 		$19M Buy
44,100
+14,400
+48% +$6.03M ﹤0.01% 2155
2021
Q1 		$11.8M Sell
29,700
-14,200
-32% -$5.5M ﹤0.01% 2735
2020
Q4 		$16.5M Buy
43,900
+1,700
+4% +$605K ﹤0.01% 2018
2020
Q3 		$14.2M Sell
42,200
-6,000
-12% -$2M ﹤0.01% 1896
2020
Q2 		$14.9M Buy
48,200
+5,600
+13% +$1.64M 0.01% 1780
2020
Q1 		$11M Buy
42,600
+36,400
+587% +$11.2M ﹤0.01% 1748
2019
Q4 		$2M Buy
+6,200
New +$1.92M ﹤0.01% 4419

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citadel Advisors's IVV Position: Q1 2026 in Review

Citadel Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5,364% in Q1 2026, buying an estimated $2.72B and bringing the position to 4,060,750 shares worth $2.65B. The position accounts for 0.43% of the portfolio, ranked #35.

Citadel Advisors first reported a position in IVV in Q4 2014 and has held it in 28 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Citadel Advisors held 4,060,750 shares of iShares Core S&P 500 ETF worth $2.65B as of Q1 2026.
  • Citadel Advisors bought 3,986,430 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.72B.
  • iShares Core S&P 500 ETF made up 0.43% of Citadel Advisors's portfolio in Q1 2026, its #35 holding.
  • Citadel Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 28 quarters since.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.