EFG International’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.5M Buy
22,006
+2,433
+12% +$1.77M 0.3% 55
2026
Q1
$12.8M Buy
19,573
+7,867
+67% +$5.37M 0.27% 60
2025
Q4
$8.02M Buy
+11,706
New +$7.95M 0.16% 112

Other funds holding IVV

EFG International's IVV Position: Q2 2026 in Review

EFG International increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $1.77M and bringing the position to 22,006 shares worth $16.5M. The position accounts for 0.3% of the portfolio, ranked #55.

EFG International first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • EFG International held 22,006 shares of iShares Core S&P 500 ETF worth $16.5M as of Q2 2026.
  • EFG International bought 2,433 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.77M.
  • iShares Core S&P 500 ETF made up 0.3% of EFG International's portfolio in Q2 2026, its #55 holding.
  • EFG International first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.