IUHSA
IVV icon

Itau Unibanco Holding S.A.’s iShares Core S&P 500 ETF IVV Stock Holding History

Itau Unibanco Holding S.A.’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 		$3.29M Sell
5,039
-39,376
-89% -$26.9M 0.08% 93
2025
Q4 		$30.4M Buy
+44,415
New +$30.2M 0.73% 39
2024
Q2 		– Sell
-4,693
Closed -$2.59M – 352
2024
Q1 		$2.59M Sell
4,693
-708
-13% -$354K 0.11% 60
2023
Q4 		$2.71M Sell
5,401
-651
-11% -$291K 0.09% 81
2023
Q3 		$2.73M Sell
6,052
-841
-12% -$376K 0.12% 81
2023
Q2 		$3.19M Sell
6,893
-2,970
-30% -$1.25M 0.15% 75
2023
Q1 		$4.18M Buy
+9,863
New +$3.95M 0.21% 70
2018
Q2 		– Sell
-45,620
Closed -$12.1M – 786
2018
Q1 		$12.1M Sell
45,620
-10,000
-18% -$2.75M 0.08% 30
2017
Q4 		$15M Buy
55,620
+1,340
+2% +$351K 0.9% 13
2017
Q3 		$13.5M Buy
54,280
+26,040
+92% +$6.47M 0.92% 18
2017
Q2 		$6.87M Sell
28,240
-18,272
-39% -$4.41M 0.81% 28
2017
Q1 		$11M Buy
+46,512
New +$10.9M 1.31% 15

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

Itau Unibanco Holding S.A.'s IVV Position: Q1 2026 in Review

Itau Unibanco Holding S.A. reduced its iShares Core S&P 500 ETF (IVV) stake by 89% in Q1 2026, selling an estimated $26.9M and leaving 5,039 shares worth $3.29M. The position accounts for 0.08% of the portfolio, ranked #93.

Itau Unibanco Holding S.A. first reported a position in IVV in Q1 2017 and has held it in 12 quarters since. The position peaked at $30.4M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Itau Unibanco Holding S.A. held 5,039 shares of iShares Core S&P 500 ETF worth $3.29M as of Q1 2026.
  • Itau Unibanco Holding S.A. sold 39,376 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $26.9M.
  • iShares Core S&P 500 ETF made up 0.08% of Itau Unibanco Holding S.A.'s portfolio in Q1 2026, its #93 holding.
  • Itau Unibanco Holding S.A. first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 12 quarters since.
  • Itau Unibanco Holding S.A.'s iShares Core S&P 500 ETF position peaked at $30.4M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.