Mawer Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Mawer Investment 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	$390K	Buy	+521	New	+$379K	﹤0.01%	137
2023 Q1	–	Sell	-1,623	Closed	-$624K	–	108
2022 Q4	$624K	Buy	+1,623	New	+$626K	﹤0.01%	108
2016 Q1	–	Sell	-14,100	Closed	-$2.89M	–	101
2015 Q4	$2.89M	Buy	+14,100	New	+$2.91M	0.04%	97

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Mawer Investment Management's IVV Position: Q2 2026 in Review

Mawer Investment Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 521 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #137 among its holdings. This is a return to the name: Mawer Investment Management previously reported a position in IVV as recently as Q4 2022.

Mawer Investment Management first reported a position in IVV in Q4 2015 and has held it in 3 quarters since. The position peaked at $2.89M in Q4 2015. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mawer Investment Management held 521 shares of iShares Core S&P 500 ETF worth $390K as of Q2 2026.
iShares Core S&P 500 ETF was a new Mawer Investment Management position in Q2 2026.
iShares Core S&P 500 ETF made up ﹤0.01% of Mawer Investment Management's portfolio in Q2 2026, its #137 holding.
Mawer Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 3 quarters since.
Mawer Investment Management's iShares Core S&P 500 ETF position peaked at $2.89M in Q4 2015.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.