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
2026
Q2 		$33.3M Buy
44,434
+26
+0.1% +$18.9K 19.94% 1
2026
Q1 		$29M Sell
44,408
-719
-2% -$491K 20.06% 1
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 $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

Custos Family Office's IVV Position: Q2 2026 in Review

Custos Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 0.06% in Q2 2026, buying an estimated $18.9K and bringing the position to 44,434 shares worth $33.3M. The position accounts for 19.94% of the portfolio, ranked #1.

Custos Family Office first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.7M in Q4 2024. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Custos Family Office held 44,434 shares of iShares Core S&P 500 ETF worth $33.3M as of Q2 2026.
  • Custos Family Office bought 26 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.9K.
  • iShares Core S&P 500 ETF made up 19.94% of Custos Family Office's portfolio in Q2 2026, 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 19 quarters since.
  • Custos Family Office's iShares Core S&P 500 ETF position peaked at $47.7M in Q4 2024.
  • 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.