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
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: Q1 2026 in Review

Cresset Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, buying an estimated $36.9M and bringing the position to 2,355,935 shares worth $1.54B. The position accounts for 6.66% of the portfolio, ranked #3.

Cresset Asset Management first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.58B in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Cresset Asset Management held 2,355,935 shares of iShares Core S&P 500 ETF worth $1.54B as of Q1 2026.
  • Cresset Asset Management bought 54,030 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $36.9M.
  • iShares Core S&P 500 ETF made up 6.66% of Cresset Asset Management's portfolio in Q1 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 30 quarters since.
  • Cresset Asset Management's iShares Core S&P 500 ETF position peaked at $1.58B in Q4 2025.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.