CFO
IVV icon

Custos Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Custos Family Office’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
2025
Q4 		$30.9M Sell
45,127
-3,738
-8% -$2.54M 21.1% 1
2025
Q3 		$32.7M Sell
48,865
-24,895
-34% -$16M 18.48% 1
2025
Q2 		$45.8M Sell
73,760
-8,738
-11% -$5.02M 14.6% 1
2025
Q1 		$46.4M Buy
82,498
+1,453
+2% +$858K 16.44% 1
2024
Q4 		$47.7M Buy
81,045
+1,605
+2% +$950K 16.69% 1
2024
Q3 		$45.8M Buy
79,440
+914
+1% +$508K 16.6% 1
2024
Q2 		$43M Buy
78,526
+846
+1% +$445K 17.16% 1
2024
Q1 		$40.8M Sell
77,680
-1,656
-2% -$829K 21.07% 1
2023
Q4 		$37.9M Buy
79,336
+1,735
+2% +$777K 19.69% 1
2023
Q3 		$33.3M Sell
77,601
-597
-0.8% -$267K 22.45% 1
2023
Q2 		$34.9M Buy
78,198
+878
+1% +$370K 22.57% 1
2023
Q1 		$31.8M Buy
77,320
+16,205
+27% +$6.5M 22.39% 1
2022
Q4 		$23.5M Sell
61,115
-9,536
-13% -$3.68M 18.74% 1
2022
Q3 		$25.3M Sell
70,651
-17,494
-20% -$6.99M 24.71% 1
2022
Q2 		$33.4M Buy
88,145
+3,421
+4% +$1.41M 29.92% 1
2022
Q1 		$38.4M Buy
84,724
+6,688
+9% +$2.99M 31.22% 1
2021
Q4 		$37.2M Buy
+78,036
New +$36M 33.36% 1

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Custos Family Office's IVV Position: Q4 2025 in Review

Custos Family Office reduced its iShares Core S&P 500 ETF (IVV) stake by 7.6% in Q4 2025, selling an estimated $2.54M and leaving 45,127 shares worth $30.9M. The position accounts for 21.1% of the portfolio, ranked #1.

Custos Family Office first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. The position peaked at $47.7M in Q4 2024. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Custos Family Office held 45,127 shares of iShares Core S&P 500 ETF worth $30.9M as of Q4 2025.
  • Custos Family Office sold 3,738 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $2.54M.
  • iShares Core S&P 500 ETF made up 21.1% of Custos Family Office's portfolio in Q4 2025, its #1 holding.
  • Custos Family Office first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • Custos Family Office's iShares Core S&P 500 ETF position peaked at $47.7M in Q4 2024.
  • 4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.