EI
IVV icon

Ethic Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Ethic Inc’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 		$1,000K Sell
1,335
-5
-0.4% -$3.64K 0.01% 708
2026
Q1 		$875K Buy
1,340
+387
+41% +$264K 0.01% 699
2025
Q4 		$653K Sell
953
-1,014
-52% -$689K 0.01% 768
2025
Q3 		$1.32M Buy
1,967
+589
+43% +$379K 0.02% 551
2025
Q2 		$851K Buy
1,378
+411
+43% +$236K 0.02% 666
2025
Q1 		$545K Sell
967
-118
-11% -$69.7K 0.01% 755
2024
Q4 		$639K Buy
+1,085
New +$642K 0.01% 722

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

Ethic Inc's IVV Position: Q2 2026 in Review

Ethic Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q2 2026, selling an estimated $3.64K and leaving 1,335 shares worth $1,000K. The position accounts for 0.01% of the portfolio, ranked #708.

Ethic Inc first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q3 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ethic Inc held 1,335 shares of iShares Core S&P 500 ETF worth $1,000K as of Q2 2026.
  • Ethic Inc sold 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
  • iShares Core S&P 500 ETF made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #708 holding.
  • Ethic Inc first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Ethic Inc's iShares Core S&P 500 ETF position peaked at $1.32M in Q3 2025.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.