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IVV icon

Cynosure Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Cynosure Group’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 		$27.6M Buy
36,843
+1,421
+4% +$1.03M 4.15% 6
2026
Q1 		$23.2M Sell
35,422
-867,824
-96% -$593M 2.9% 10
2025
Q4 		$42.5M Buy
903,246
+863,647
+2,181% +$586M 4.32% 6
2025
Q3 		$26.5M Sell
39,599
-5,218
-12% -$3.36M 2.88% 8
2025
Q2 		$27.8M Buy
44,817
+1,946
+5% +$1.12M 3.15% 6
2025
Q1 		$24.1M Sell
42,871
-5,412
-11% -$3.2M 3.32% 6
2024
Q4 		$28.4M Buy
48,283
+462
+1% +$273K 4.25% 4
2024
Q3 		$27.6M Buy
47,821
+2,959
+7% +$1.65M 4.02% 4
2024
Q2 		$24.5M Sell
44,862
-44
-0.1% -$23.1K 3.94% 4
2024
Q1 		$23.6M Buy
44,906
+4,314
+11% +$2.16M 4.24% 5
2023
Q4 		$19.5M Buy
40,592
+4,312
+12% +$1.93M 3.5% 7
2023
Q3 		$15.6M Buy
36,280
+1,894
+6% +$847K 4.78% 3
2023
Q2 		$15.3M Buy
34,386
+29,703
+634% +$12.5M 4.61% 3
2023
Q1 		$1.93M Sell
4,683
-1,713
-27% -$687K 2.91% 11
2022
Q4 		$2.46M Sell
6,396
-244
-4% -$94.2K 2.55% 13
2022
Q3 		$2.38M Sell
6,640
-641
-9% -$256K 2.55% 11
2022
Q2 		$2.76M Sell
7,281
-535
-7% -$220K 2.71% 9
2022
Q1 		$3.55M Sell
7,816
-665
-8% -$297K 2.86% 9
2021
Q4 		$4.04M Buy
8,481
+22
+0.3% +$10.1K 3.05% 11
2021
Q3 		$3.64M Sell
8,459
-67
-0.8% -$29.7K 2.81% 12
2021
Q2 		$3.67M Buy
8,526
+653
+8% +$274K 2.84% 11
2021
Q1 		$3.13M Sell
7,873
-856
-10% -$331K 2.46% 12
2020
Q4 		$3.28M Sell
8,729
-165
-2% -$58.7K 2.78% 10
2020
Q3 		$2.99M Sell
8,894
-436
-5% -$145K 3.12% 8
2020
Q2 		$2.89M Hold
9,330
– – 3.4% 7
2020
Q1 		$2.41M Sell
9,330
-206
-2% -$63.1K 1.72% 13
2019
Q4 		$3.08M Sell
9,536
-64
-0.7% -$19.8K 1.64% 8
2019
Q3 		$2.87M Sell
9,600
-170
-2% -$50.5K 1.56% 8
2019
Q2 		$2.88M Hold
9,770
– – 1.32% 8
2019
Q1 		$2.78M Sell
9,770
-1,475
-13% -$403K 1.72% 8
2018
Q4 		$2.83M Buy
+11,245
New +$3.05M 1.67% 8

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

Cynosure Group's IVV Position: Q2 2026 in Review

Cynosure Group increased its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, buying an estimated $1.03M and bringing the position to 36,843 shares worth $27.6M. The position accounts for 4.15% of the portfolio, ranked #6.

Cynosure Group first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $42.5M in Q4 2025. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cynosure Group held 36,843 shares of iShares Core S&P 500 ETF worth $27.6M as of Q2 2026.
  • Cynosure Group bought 1,421 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.03M.
  • iShares Core S&P 500 ETF made up 4.15% of Cynosure Group's portfolio in Q2 2026, its #6 holding.
  • Cynosure Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Cynosure Group's iShares Core S&P 500 ETF position peaked at $42.5M in Q4 2025.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.