Marshall Wace
IVV icon

Marshall Wace’s iShares Core S&P 500 ETF IVV Stock Holding History

Marshall Wace’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 		$17.2B Sell
26,281,933
-6,170,967
-19% -$4.21B 17.1% 1
2025
Q4 		$22.2B Buy
32,452,900
+4,928,585
+18% +$3.35B 20.23% 1
2025
Q3 		$18.4B Buy
27,524,315
+6,101,936
+28% +$3.93B 18.68% 1
2025
Q2 		$13.3B Sell
21,422,379
-2,269,829
-10% -$1.3B 14.98% 1
2025
Q1 		$13.3B Buy
23,692,208
+85,208
+0.4% +$50.3M 16.9% 1
2024
Q4 		$13.9B Buy
23,607,000
+446,000
+2% +$264M 16.71% 1
2024
Q3 		$13.4B Buy
23,161,000
+648,000
+3% +$360M 16.27% 1
2024
Q2 		$12.3B Buy
22,513,000
+5,774,400
+34% +$3.04B 16.45% 1
2024
Q1 		$8.8B Buy
16,738,600
+53,600
+0.3% +$26.8M 13.4% 1
2023
Q4 		$7.97B Buy
16,685,000
+7,667,000
+85% +$3.43B 13.5% 1
2023
Q3 		$3.87B Buy
9,018,000
+4,304,056
+91% +$1.93B 7.84% 1
2023
Q2 		$2.1B Buy
+4,713,944
New +$1.99B 4.1% 1

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall Wace's IVV Position: Q1 2026 in Review

Marshall Wace reduced its iShares Core S&P 500 ETF (IVV) stake by 19% in Q1 2026, selling an estimated $4.21B and leaving 26,281,933 shares worth $17.2B. The position accounts for 17.1% of the portfolio, ranked #1.

Marshall Wace first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $22.2B in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Marshall Wace held 26,281,933 shares of iShares Core S&P 500 ETF worth $17.2B as of Q1 2026.
  • Marshall Wace sold 6,170,967 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.21B.
  • iShares Core S&P 500 ETF made up 17.1% of Marshall Wace's portfolio in Q1 2026, its #1 holding.
  • Marshall Wace first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
  • Marshall Wace's iShares Core S&P 500 ETF position peaked at $22.2B in Q4 2025.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.