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 Q2	$1.14M	Hold	1,527	–	–	0.82%	30
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 $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

Karani Asset Management's IVV Position: Q2 2026 in Review

Karani Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,527 shares worth $1.14M. The position accounts for 0.82% of the portfolio, ranked #30.

Karani Asset Management first reported a position in IVV in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.48M in Q4 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Karani Asset Management held 1,527 shares of iShares Core S&P 500 ETF worth $1.14M as of Q2 2026.
Karani Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.82% of Karani Asset Management's portfolio in Q2 2026, its #30 holding.
Karani Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 8 quarters since.
Karani Asset Management's iShares Core S&P 500 ETF position peaked at $1.48M in Q4 2024.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Karani Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.