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

Manhattan West 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 		$10.1M Buy
15,405
+147
+1% +$100K 1.97% 15
2025
Q4 		$10.5M Sell
15,258
-1,185
-7% -$805K 2.14% 13
2025
Q3 		$11M Sell
16,443
-208
-1% -$134K 2.32% 11
2025
Q2 		$10.3M Sell
16,651
-196
-1% -$113K 2.39% 11
2025
Q1 		$9.47M Sell
16,847
-470
-3% -$278K 2.42% 11
2024
Q4 		$10.2M Sell
17,317
-522
-3% -$309K 2.75% 9
2024
Q3 		$10.3M Sell
17,839
-245
-1% -$136K 2.66% 9
2024
Q2 		$9.9M Sell
18,084
-9,763
-35% -$5.13M 2.67% 8
2024
Q1 		$14.6M Buy
27,847
+5,235
+23% +$2.62M 3.51% 4
2023
Q4 		$10.8M Buy
22,612
+3,612
+19% +$1.62M 3.03% 5
2023
Q3 		$8.03M Buy
19,000
+9,671
+104% +$4.33M 2.47% 9
2023
Q2 		$4.16M Sell
9,329
-1,462
-14% -$616K 1.55% 14
2023
Q1 		$4.44M Buy
10,791
+4,244
+65% +$1.7M 1.93% 10
2022
Q4 		$2.52M Buy
6,547
+1,047
+19% +$404K 1.28% 15
2022
Q3 		$1.97M Buy
5,500
+84
+2% +$33.5K 1.22% 19
2022
Q2 		$2.05M Sell
5,416
-487
-8% -$200K 1.24% 19
2022
Q1 		$2.68M Buy
5,903
+1,751
+42% +$783K 1.45% 14
2021
Q4 		$1.98M Buy
+4,152
New +$1.91M 1.19% 16

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manhattan West Asset Management's IVV Position: Q1 2026 in Review

Manhattan West Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.96% in Q1 2026, buying an estimated $100K and bringing the position to 15,405 shares worth $10.1M. The position accounts for 1.97% of the portfolio, ranked #15.

Manhattan West Asset Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.6M in Q1 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Manhattan West Asset Management held 15,405 shares of iShares Core S&P 500 ETF worth $10.1M as of Q1 2026.
  • Manhattan West Asset Management bought 147 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $100K.
  • iShares Core S&P 500 ETF made up 1.97% of Manhattan West Asset Management's portfolio in Q1 2026, its #15 holding.
  • Manhattan West Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Manhattan West Asset Management's iShares Core S&P 500 ETF position peaked at $14.6M in Q1 2024.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Manhattan West Asset Management's 13F filing for Q1 2026, filed 14 May 2026.