IPG Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

IPG Investment 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 Q2	$2.95M	Buy	3,938 +1,480	+60%	+$1.08M	0.42%	55
2026 Q1	$1.61M	Buy	2,458 +1,851	+305%	+$1.26M	0.28%	77
2025 Q4	$416K	Hold	607	–	–	0.07%	150
2025 Q3	$406K	Sell	607 -4	-0.7%	-$2.58K	0.07%	146
2025 Q2	$379K	Sell	611 -22	-3%	-$12.6K	0.07%	122
2025 Q1	$356K	Buy	633 +244	+63%	+$144K	0.08%	119
2024 Q4	$229K	Sell	389 -88	-18%	-$52.1K	0.05%	147
2024 Q3	$275K	Buy	477 +47	+11%	+$26.1K	0.06%	133
2024 Q2	$235K	Buy	+430	New	+$226K	0.05%	144
2024 Q1	–	Sell	-3,206	Closed	-$1.53M	–	191
2023 Q4	$1.53M	Buy	+3,206	New	+$1.43M	0.31%	54
2023 Q3	–	Sell	-464	Closed	-$207K	–	167
2023 Q2	$207K	Buy	+464	New	+$196K	0.05%	156
2022 Q3	–	Sell	-676	Closed	-$256K	–	163
2022 Q2	$256K	Sell	676 -110	-14%	-$45.2K	0.06%	122
2022 Q1	$357K	Hold	786	–	–	0.07%	113
2021 Q4	$375K	Buy	+786	New	+$362K	0.07%	129
2021 Q2	–	Sell	-2,246	Closed	-$894K	–	182
2021 Q1	$894K	Hold	2,246	–	–	0.17%	87
2020 Q4	$843K	Hold	2,246	–	–	0.2%	71
2020 Q3	$755K	Hold	2,246	–	–	0.22%	69
2020 Q2	$696K	Buy	2,246 +21	+0.9%	+$6.17K	0.24%	63
2020 Q1	$575K	Buy	2,225 +405	+22%	+$124K	0.24%	65
2019 Q4	$588K	Buy	1,820 +177	+11%	+$54.8K	0.19%	71
2019 Q3	$490K	Hold	1,643	–	–	0.17%	69
2019 Q2	$484K	Hold	1,643	–	–	0.18%	77
2019 Q1	$468K	Hold	1,643	–	–	0.16%	88
2018 Q4	$413K	Buy	+1,643	New	+$446K	0.16%	79

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

IPG Investment Advisors's IVV Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 60% in Q2 2026, buying an estimated $1.08M and bringing the position to 3,938 shares worth $2.95M. The position accounts for 0.42% of the portfolio, ranked #55.

IPG Investment Advisors first reported a position in IVV in Q4 2018 and has held it in 24 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

IPG Investment Advisors held 3,938 shares of iShares Core S&P 500 ETF worth $2.95M as of Q2 2026.
IPG Investment Advisors bought 1,480 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.08M.
iShares Core S&P 500 ETF made up 0.42% of IPG Investment Advisors's portfolio in Q2 2026, its #55 holding.
IPG Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.