David Shaw’s iShares Core S&P 500 ETF IVV Stock Holding History

David Shaw’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	–	Sell	-1,175,000	Closed	-$805M	–	4782
2025 Q4	$805M	Buy	+1,175,000	New	+$798M	0.44%	22
2025 Q1	–	Sell	-1,616,083	Closed	-$951M	–	4483
2024 Q4	$951M	Buy	1,616,083 +1,485,955	+1,142%	+$880M	0.7%	10
2024 Q3	$75.1M	Buy	+130,128	New	+$72.4M	0.06%	360
2022 Q1	–	Sell	-2,140,000	Closed	-$1.02B	–	5738
2021 Q4	$1.02B	Buy	+2,140,000	New	+$986M	0.85%	7
2020 Q1	–	Sell	-125,000	Closed	-$40.4M	–	4090
2019 Q4	$40.4M	Buy	+125,000	New	+$38.7M	0.05%	492
2019 Q2	–	Sell	-150,000	Closed	-$42.7M	–	3749
2019 Q1	$42.7M	Hold	150,000	–	–	0.06%	426
2018 Q4	$37.7M	Sell	150,000 -54,685	-27%	-$14.9M	0.05%	441
2018 Q3	$59.9M	Sell	204,685 -190,297	-48%	-$54.6M	0.07%	337
2018 Q2	$108M	Sell	394,982 -42,539	-10%	-$11.6M	0.14%	167
2018 Q1	$116M	Buy	+437,521	New	+$120M	0.16%	153

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

David Shaw's IVV Position: Q1 2026 in Review

David Shaw sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 1,175,000 shares — an estimated $805M sold.

David Shaw first reported a position in IVV in Q1 2018 and held it in 10 quarters. The position peaked at $1.02B in Q4 2021. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

David Shaw reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
David Shaw sold 1,175,000 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $805M.
David Shaw first reported a position in iShares Core S&P 500 ETF in Q1 2018 and held it in 10 quarters.
David Shaw's iShares Core S&P 500 ETF position peaked at $1.02B in Q4 2021.
3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.