E Fund Management (HK)’s iShares Core S&P 500 ETF IVV Stock Holding History

E Fund Management (HK)’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	$36.3M	Buy	48,512 +4,041	+9%	+$2.94M	12.05%	1
2026 Q1	$29M	Buy	44,471 +3,029	+7%	+$2.07M	13.21%	1
2025 Q4	$28.9M	Buy	41,442 +6,749	+19%	+$4.58M	9.73%	3
2025 Q3	$23.2M	Buy	34,693 +2,849	+9%	+$1.83M	14.13%	2
2025 Q2	$19.8M	Buy	31,844 +2,077	+7%	+$1.19M	19.01%	2
2025 Q1	$16.7M	Buy	29,767 +1,987	+7%	+$1.17M	14.99%	2
2024 Q4	$16.4M	Buy	27,780 +3,684	+15%	+$2.18M	13.05%	2
2024 Q3	$13.9M	Buy	24,096 +1,340	+6%	+$745K	8.28%	2
2024 Q2	$12.5M	Buy	22,756 +4,169	+22%	+$2.19M	7.63%	2
2024 Q1	$9.77M	Buy	18,587 +6,482	+54%	+$3.24M	6.4%	3
2023 Q4	$5.78M	Buy	12,105 +3,943	+48%	+$1.76M	3.1%	8
2023 Q3	$3.5M	Buy	8,162 +3,566	+78%	+$1.6M	2.21%	11
2023 Q2	$2.05M	Buy	4,596 +2,741	+148%	+$1.16M	1.52%	14
2023 Q1	$763K	Buy	+1,855	New	+$744K	0.43%	27

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

E Fund Management (HK)'s IVV Position: Q2 2026 in Review

E Fund Management (HK) increased its iShares Core S&P 500 ETF (IVV) stake by 9.1% in Q2 2026, buying an estimated $2.94M and bringing the position to 48,512 shares worth $36.3M. The position accounts for 12.05% of the portfolio, ranked #1.

E Fund Management (HK) first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

E Fund Management (HK) held 48,512 shares of iShares Core S&P 500 ETF worth $36.3M as of Q2 2026.
E Fund Management (HK) bought 4,041 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.94M.
iShares Core S&P 500 ETF made up 12.05% of E Fund Management (HK)'s portfolio in Q2 2026, its #1 holding.
E Fund Management (HK) first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.