Cresset Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$150K Hold
200
﹤0.01% 1626
2026
Q1
$5.92K Hold
200
﹤0.01% 1621
2025
Q4
$137K Hold
200
﹤0.01% 1548
2025
Q3
$134K Sell
200
-39,600
-99% -$25.5M ﹤0.01% 1467
2025
Q2
$24.7M Buy
+39,800
New +$22.9M 0.12% 105
2025
Q1
Hold
0
-$118K 1791
2024
Q4
Hold
0
1618

Other funds holding IVV

Cresset Asset Management's IVV Position: Q2 2026 in Review

Cresset Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q2 2026, buying an estimated $7.85M and bringing the position to 2,366,720 shares worth $1.77B. The position accounts for 6.41% of the portfolio, ranked #3.

Cresset Asset Management first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cresset Asset Management held 2,366,720 shares of iShares Core S&P 500 ETF worth $1.77B as of Q2 2026.
  • Cresset Asset Management bought 10,785 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.85M.
  • iShares Core S&P 500 ETF made up 6.41% of Cresset Asset Management's portfolio in Q2 2026, its #3 holding.
  • Cresset Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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