JSSH
IVV icon

J. Safra Sarasin Holding’s iShares Core S&P 500 ETF IVV Stock Holding History

J. Safra Sarasin Holding’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 		$2.05M Buy
2,753
+554
+25% +$403K 0.03% 257
2026
Q1 		$1.4M Sell
2,199
-158
-7% -$108K 0.02% 246
2025
Q4 		$1.63M Buy
2,357
+35
+2% +$23.8K 0.03% 226
2025
Q3 		$1.55M Buy
2,322
+77
+3% +$49.6K 0.03% 239
2025
Q2 		$1.39M Sell
2,245
-230
-9% -$132K 0.02% 272
2025
Q1 		$1.38M Hold
2,475
– – 0.03% 273
2024
Q4 		$1.46M Sell
2,475
-80
-3% -$47.4K 0.02% 277
2024
Q3 		$1.45M Buy
2,555
+45
+2% +$25K 0.03% 271
2024
Q2 		$1.37M Buy
+2,510
New +$1.32M 0.03% 293

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

J. Safra Sarasin Holding's IVV Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q2 2026, buying an estimated $403K and bringing the position to 2,753 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #257.

J. Safra Sarasin Holding first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • J. Safra Sarasin Holding held 2,753 shares of iShares Core S&P 500 ETF worth $2.05M as of Q2 2026.
  • J. Safra Sarasin Holding bought 554 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $403K.
  • iShares Core S&P 500 ETF made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #257 holding.
  • J. Safra Sarasin Holding first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.