Loomis, Sayles & Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Loomis, Sayles & Company’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
2025 Q2	–	Sell	-355	Closed	-$199K	–	761
2025 Q1	$199K	Buy	355 +35	+11%	+$20.7K	﹤0.01%	529
2024 Q4	$188K	Buy	320 +210	+191%	+$124K	﹤0.01%	528
2024 Q3	$63K	Buy	+110	New	+$61.2K	﹤0.01%	607
2021 Q2	–	Sell	-5,500	Closed	-$2.19M	–	873
2021 Q1	$2.19M	Hold	5,500	–	–	﹤0.01%	443
2020 Q4	$2.06M	Hold	5,500	–	–	﹤0.01%	443
2020 Q3	$1.85M	Hold	5,500	–	–	﹤0.01%	420
2020 Q2	$1.7M	Hold	5,500	–	–	﹤0.01%	421
2020 Q1	$1.42M	Hold	5,500	–	–	﹤0.01%	434
2019 Q4	$1.78M	Hold	5,500	–	–	﹤0.01%	460
2019 Q3	$1.64M	Hold	5,500	–	–	﹤0.01%	473
2019 Q2	$1.62M	Hold	5,500	–	–	﹤0.01%	478
2019 Q1	$1.56M	Hold	5,500	–	–	﹤0.01%	512
2018 Q4	$1.38M	Buy	+5,500	New	+$1.49M	﹤0.01%	529

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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Loomis, Sayles & Company's IVV Position: Q2 2025 in Review

Loomis, Sayles & Company sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 355 shares — an estimated $199K sold.

Loomis, Sayles & Company first reported a position in IVV in Q4 2018 and held it in 13 quarters. The position peaked at $2.19M in Q1 2021. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Loomis, Sayles & Company reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Loomis, Sayles & Company sold 355 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $199K.
Loomis, Sayles & Company first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 13 quarters.
Loomis, Sayles & Company's iShares Core S&P 500 ETF position peaked at $2.19M in Q1 2021.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Loomis, Sayles & Company's 13F filing for Q2 2025, filed 13 Aug 2025.