Grantham, Mayo, Van Otterloo & Co (GMO)’s iShares Core S&P 500 ETF IVV Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2025 Q1	–	Sell	-218,200	Closed	-$128M	–	651
2024 Q4	$128M	Buy	+218,200	New	+$129M	0.42%	33
2021 Q4	–	Sell	-112,100	Closed	-$48.3M	–	706
2021 Q3	$48.3M	Sell	112,100 -50,000	-31%	-$22.2M	0.24%	70
2021 Q2	$69.7M	Sell	162,100 -98,100	-38%	-$41.1M	0.35%	61
2021 Q1	$104M	Buy	260,200 +3,000	+1%	+$1.16M	0.57%	39
2020 Q4	$96.5M	Buy	+257,200	New	+$91.5M	0.59%	37
2020 Q1	–	Sell	-62,000	Closed	-$20M	–	782
2019 Q4	$20M	Buy	+62,000	New	+$19.2M	0.13%	120

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s IVV Position: Q1 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 218,200 shares — an estimated $128M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in IVV in Q4 2019 and held it in 6 quarters. The position peaked at $128M in Q4 2024. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 218,200 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $128M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 6 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s iShares Core S&P 500 ETF position peaked at $128M in Q4 2024.
3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2025, filed 14 May 2025.