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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
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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Cynosure Group's IVV Position: Q1 2026 in Review

Cynosure Group reduced its iShares Core S&P 500 ETF (IVV) stake by 96% in Q1 2026, selling an estimated $593M and leaving 35,422 shares worth $23.2M. The position accounts for 2.9% of the portfolio, ranked #10.

Cynosure Group first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $42.5M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Cynosure Group held 35,422 shares of iShares Core S&P 500 ETF worth $23.2M as of Q1 2026.
  • Cynosure Group sold 867,824 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $593M.
  • iShares Core S&P 500 ETF made up 2.9% of Cynosure Group's portfolio in Q1 2026, its #10 holding.
  • Cynosure Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Cynosure Group's iShares Core S&P 500 ETF position peaked at $42.5M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.