Karani Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Karani Asset Management’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	$997K	Buy	1,527 +3	+0.2%	+$2.05K	0.82%	28
2025 Q4	$1.04M	Hold	1,524	–	–	0.85%	23
2025 Q3	$1.02M	Hold	1,524	–	–	0.81%	23
2025 Q2	$946K	Sell	1,524 -400	-21%	-$230K	0.92%	25
2025 Q1	$1.08M	Sell	1,924 -589	-23%	-$348K	1.14%	27
2024 Q4	$1.48M	Buy	+2,513	New	+$1.49M	1.38%	23
2023 Q3	$1.22M	Buy	+2,852	New	+$1.28M	1.76%	25

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Karani Asset Management's IVV Position: Q1 2026 in Review

Karani Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q1 2026, buying an estimated $2.05K and bringing the position to 1,527 shares worth $997K. The position accounts for 0.82% of the portfolio, ranked #28.

Karani Asset Management first reported a position in IVV in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Karani Asset Management held 1,527 shares of iShares Core S&P 500 ETF worth $997K as of Q1 2026.
Karani Asset Management bought 3 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.05K.
iShares Core S&P 500 ETF made up 0.82% of Karani Asset Management's portfolio in Q1 2026, its #28 holding.
Karani Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 7 quarters since.
Karani Asset Management's iShares Core S&P 500 ETF position peaked at $1.48M in Q4 2024.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Karani Asset Management's 13F filing for Q1 2026, filed 15 May 2026.