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Cliff Asness’s iShares Core S&P 500 ETF IVV Stock Holding History

Cliff Asness’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 		$466M Buy
622,892
+99,392
+19% +$72.4M 0.16% 146
2026
Q1 		$342M Buy
523,500
+105,348
+25% +$71.9M 0.16% 166
2025
Q4 		$286M Buy
418,152
+136,824
+49% +$92.9M 0.15% 171
2025
Q3 		$188M Buy
281,328
+91,653
+48% +$59M 0.12% 231
2025
Q2 		$118M Buy
189,675
+17,104
+10% +$9.82M 0.1% 292
2025
Q1 		$97M Buy
172,571
+57,697
+50% +$34.1M 0.1% 278
2024
Q4 		$67.6M Buy
114,874
+17,057
+17% +$10.1M 0.09% 294
2024
Q3 		$56.4M Buy
97,817
+60,360
+161% +$33.6M 0.08% 336
2024
Q2 		$20.5M Buy
37,457
+10,530
+39% +$5.54M 0.03% 573
2024
Q1 		$14.2M Buy
26,927
+15,096
+128% +$7.55M 0.02% 607
2023
Q4 		$5.65M Buy
11,831
+10,105
+585% +$4.52M 0.01% 895
2023
Q3 		$741K Buy
+1,726
New +$772K ﹤0.01% 1716
2020
Q4 		– Sell
-864,962
Closed -$291M – 2221
2020
Q3 		$291M Sell
864,962
-3,185
-0.4% -$1.06M 0.49% 40
2020
Q2 		$269M Sell
868,147
-44,581
-5% -$13.1M 0.43% 45
2020
Q1 		$236M Buy
912,728
+59,159
+7% +$18.1M 0.4% 50
2019
Q4 		$276M Buy
853,569
+70,166
+9% +$21.7M 0.31% 82
2019
Q3 		$234M Buy
783,403
+245,350
+46% +$72.9M 0.28% 93
2019
Q2 		$159M Buy
538,053
+371,825
+224% +$108M 0.18% 157
2019
Q1 		$47.3M Buy
166,228
+68,348
+70% +$18.7M 0.05% 414
2018
Q4 		$24.6M Buy
97,880
+6,420
+7% +$1.74M 0.03% 518
2018
Q3 		$26.8M Sell
91,460
-1,881
-2% -$540K 0.03% 523
2018
Q2 		$25.5M Buy
+93,341
New +$25.4M 0.03% 541

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

Cliff Asness's IVV Position: Q2 2026 in Review

Cliff Asness increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q2 2026, buying an estimated $72.4M and bringing the position to 622,892 shares worth $466M. The position accounts for 0.16% of the portfolio, ranked #146.

Cliff Asness first reported a position in IVV in Q2 2018 and has held it in 22 quarters since. 4,086 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cliff Asness held 622,892 shares of iShares Core S&P 500 ETF worth $466M as of Q2 2026.
  • Cliff Asness bought 99,392 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.4M.
  • iShares Core S&P 500 ETF made up 0.16% of Cliff Asness's portfolio in Q2 2026, its #146 holding.
  • Cliff Asness first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 22 quarters since.
  • 4,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.