Kedalion Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Kedalion Capital 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	$1.12B	Sell	1,492,000 -1,539,500	-51%	-$1.12B	26.54%	2
2026 Q1	$1.98B	Buy	3,031,500 +142,000	+5%	+$97M	56.89%	1
2025 Q4	$1.98B	Buy	2,889,500 +504,500	+21%	+$343M	48.59%	1
2025 Q3	$1.6B	Sell	2,385,000 -911,000	-28%	-$587M	59.95%	1
2025 Q2	$2.05B	Buy	3,296,000 +739,300	+29%	+$424M	79.77%	1
2025 Q1	$1.44B	Buy	+2,556,700	New	+$1.51B	57.52%	1

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

Kedalion Capital Management's IVV Position: Q2 2026 in Review

Kedalion Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 51% in Q2 2026, selling an estimated $1.12B and leaving 1,492,000 shares worth $1.12B. The position accounts for 26.54% of the portfolio, ranked #2.

Kedalion Capital Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.05B in Q2 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kedalion Capital Management held 1,492,000 shares of iShares Core S&P 500 ETF worth $1.12B as of Q2 2026.
Kedalion Capital Management sold 1,539,500 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.12B.
iShares Core S&P 500 ETF made up 26.54% of Kedalion Capital Management's portfolio in Q2 2026, its #2 holding.
Kedalion Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Kedalion Capital Management's iShares Core S&P 500 ETF position peaked at $2.05B in Q2 2025.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kedalion Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.