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 Q2	$3.01M	Sell	4,020 -1,019	-20%	-$742K	0.06%	125
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Itau Unibanco Holding S.A.'s IVV Position: Q2 2026 in Review

Itau Unibanco Holding S.A. reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, selling an estimated $742K and leaving 4,020 shares worth $3.01M. The position accounts for 0.06% of the portfolio, ranked #125.

Itau Unibanco Holding S.A. first reported a position in IVV in Q1 2017 and has held it in 13 quarters since. The position peaked at $30.4M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Itau Unibanco Holding S.A. held 4,020 shares of iShares Core S&P 500 ETF worth $3.01M as of Q2 2026.
Itau Unibanco Holding S.A. sold 1,019 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $742K.
iShares Core S&P 500 ETF made up 0.06% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #125 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 13 quarters since.
Itau Unibanco Holding S.A.'s iShares Core S&P 500 ETF position peaked at $30.4M in Q4 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.