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

Knightsbridge 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	$3.08M	Sell	4,711 -83	-2%	-$56.7K	0.41%	50
2025 Q4	$3.28M	Sell	4,794 -119	-2%	-$80.8K	0.53%	46
2025 Q3	$3.29M	Buy	4,913 +398	+9%	+$256K	0.56%	45
2025 Q2	$2.8M	Buy	4,515 +238	+6%	+$137K	0.62%	40
2025 Q1	$2.4M	Sell	4,277 -12	-0.3%	-$7.09K	0.62%	42
2024 Q4	$2.53M	Buy	4,289 +12	+0.3%	+$7.1K	0.59%	45
2024 Q3	$2.47M	Hold	4,277	–	–	0.55%	46
2024 Q2	$2.34M	Hold	4,277	–	–	0.58%	45
2024 Q1	$2.04M	Hold	4,277	–	–	0.58%	48
2023 Q4	$2.04M	Sell	4,277 -4	-0.1%	-$1.79K	0.58%	48
2023 Q3	$1.84M	Hold	4,281	–	–	0.58%	50
2023 Q2	$1.91M	Sell	4,281 -4,353	-50%	-$1.83M	0.61%	48
2023 Q1	$3.55M	Hold	8,634	–	–	0.61%	49
2022 Q4	$3.32M	Sell	8,634 -252	-3%	-$97.3K	0.63%	50
2022 Q3	$3.19M	Buy	8,886 +288	+3%	+$115K	0.67%	45
2022 Q2	$3.26M	Buy	8,598 +4,299	+100%	+$1.77M	0.65%	45
2022 Q1	$1.95M	Hold	4,299	–	–	0.65%	45
2021 Q4	$2.05M	Buy	4,299 +500	+13%	+$230K	0.68%	41
2021 Q3	$1.64M	Hold	3,799	–	–	0.58%	44
2021 Q2	$1.63M	Buy	3,799 +166	+5%	+$69.5K	0.63%	36
2021 Q1	$1.45M	Hold	3,633	–	–	0.61%	35
2020 Q4	$1.36M	Sell	3,633 -110	-3%	-$39.2K	0.67%	31
2020 Q3	$1.26M	Buy	3,743 +120	+3%	+$39.9K	0.72%	30
2020 Q2	$1.12M	Buy	+3,623	New	+$1.06M	0.73%	27
2020 Q1	–	Sell	-790	Closed	-$255K	–	26
2019 Q4	$255K	Sell	790 -10	-1%	-$3.1K	0.19%	26
2019 Q3	$239K	Hold	800	–	–	0.19%	26
2019 Q2	$236K	Hold	800	–	–	0.16%	25
2019 Q1	$228K	Buy	+800	New	+$219K	0.17%	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

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

Knightsbridge Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q1 2026, selling an estimated $56.7K and leaving 4,711 shares worth $3.08M. The position accounts for 0.41% of the portfolio, ranked #50.

Knightsbridge Asset Management first reported a position in IVV in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.55M in Q1 2023. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Knightsbridge Asset Management held 4,711 shares of iShares Core S&P 500 ETF worth $3.08M as of Q1 2026.
Knightsbridge Asset Management sold 83 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $56.7K.
iShares Core S&P 500 ETF made up 0.41% of Knightsbridge Asset Management's portfolio in Q1 2026, its #50 holding.
Knightsbridge Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 28 quarters since.
Knightsbridge Asset Management's iShares Core S&P 500 ETF position peaked at $3.55M in Q1 2023.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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