IFA
IVV icon

Index Fund Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Index Fund Advisors’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 		$8.06M Buy
12,339
+38
+0.3% +$25.9K 0.36% 22
2025
Q4 		$8.43M Sell
12,301
-259
-2% -$176K 0.4% 19
2025
Q3 		$8.41M Buy
12,560
+247
+2% +$159K 0.41% 18
2025
Q2 		$7.65M Buy
12,313
+1,524
+14% +$875K 0.43% 16
2025
Q1 		$6.06M Sell
10,789
-60
-0.6% -$35.4K 0.37% 15
2024
Q4 		$6.39M Sell
10,849
-236
-2% -$140K 0.35% 15
2024
Q3 		$6.39M Sell
11,085
-38
-0.3% -$21.1K 0.34% 15
2024
Q2 		$6.09M Sell
11,123
-217
-2% -$114K 0.34% 15
2024
Q1 		$5.96M Buy
11,340
+63
+0.6% +$31.5K 0.33% 14
2023
Q4 		$5.39M Sell
11,277
-211
-2% -$94.4K 0.32% 14
2023
Q3 		$4.93M Buy
11,488
+288
+3% +$129K 0.33% 11
2023
Q2 		$4.99M Sell
11,200
-121
-1% -$51K 0.33% 10
2023
Q1 		$4.65M Buy
11,321
+64
+0.6% +$25.7K 0.32% 10
2022
Q4 		$4.33M Buy
11,257
+119
+1% +$45.9K 0.3% 10
2022
Q3 		$4M Buy
11,138
+3,369
+43% +$1.35M 0.31% 11
2022
Q2 		$2.95M Sell
7,769
-2,062
-21% -$848K 0.22% 13
2022
Q1 		$4.46M Sell
9,831
-265
-3% -$119K 0.33% 10
2021
Q4 		$4.82M Buy
+10,096
New +$4.65M 0.34% 10

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Index Fund Advisors's IVV Position: Q1 2026 in Review

Index Fund Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q1 2026, buying an estimated $25.9K and bringing the position to 12,339 shares worth $8.06M. The position accounts for 0.36% of the portfolio, ranked #22.

Index Fund Advisors first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.43M in Q4 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Index Fund Advisors held 12,339 shares of iShares Core S&P 500 ETF worth $8.06M as of Q1 2026.
  • Index Fund Advisors bought 38 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $25.9K.
  • iShares Core S&P 500 ETF made up 0.36% of Index Fund Advisors's portfolio in Q1 2026, its #22 holding.
  • Index Fund Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Index Fund Advisors's iShares Core S&P 500 ETF position peaked at $8.43M in Q4 2025.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.