Mitsubishi UFJ Trust & Banking
IVV icon

Mitsubishi UFJ Trust & Banking’s iShares Core S&P 500 ETF IVV Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$247M Buy
330,345
+24,977
+8% +$18.2M 0.54% 32
2026
Q1 		$199M Sell
305,368
-98,545
-24% -$67.3M 0.49% 33
2025
Q4 		$277M Sell
403,913
-46,629
-10% -$31.7M 0.66% 21
2025
Q3 		$302M Buy
450,542
+23,270
+5% +$15M 0.66% 21
2025
Q2 		$265M Sell
427,272
-28,300
-6% -$16.2M 0.61% 20
2025
Q1 		$256M Buy
455,572
+83,320
+22% +$49.2M 0.67% 21
2024
Q4 		$219M Buy
372,252
+10,680
+3% +$6.32M 0.51% 32
2024
Q3 		$209M Sell
361,572
-25,850
-7% -$14.4M 0.48% 35
2024
Q2 		$212M Buy
387,422
+35,310
+10% +$18.6M 0.51% 34
2024
Q1 		$185M Buy
352,112
+16,710
+5% +$8.36M 0.42% 47
2023
Q4 		$160M Sell
335,402
-56,300
-14% -$25.2M 0.38% 56
2023
Q3 		$168M Buy
391,702
+43,900
+13% +$19.6M 0.42% 51
2023
Q2 		$155M Buy
347,802
+5,350
+2% +$2.25M 0.36% 61
2023
Q1 		$141M Buy
342,452
+19,720
+6% +$7.91M 0.34% 65
2022
Q4 		$124M Buy
322,732
+35,650
+12% +$13.8M 0.32% 74
2022
Q3 		$103M Sell
287,082
-24,030
-8% -$9.6M 0.29% 87
2022
Q2 		$118M Buy
311,112
+5,960
+2% +$2.45M 0.3% 80
2022
Q1 		$138M Buy
305,152
+13,850
+5% +$6.19M 0.32% 76
2021
Q4 		$139M Sell
291,302
-6,730
-2% -$3.1M 0.29% 88
2021
Q3 		$128M Sell
298,032
-59,770
-17% -$26.5M 0.28% 86
2021
Q2 		$154M Buy
357,802
+155,050
+76% +$65M 0.33% 72
2021
Q1 		$80.7M Sell
202,752
-60,260
-23% -$23.3M 0.18% 139
2020
Q4 		$98.7M Sell
263,012
-12,190
-4% -$4.34M 0.2% 127
2020
Q3 		$92.5M Sell
275,202
-41,040
-13% -$13.7M 0.21% 107
2020
Q2 		$97.9M Buy
316,242
+125,760
+66% +$36.9M 0.24% 102
2020
Q1 		$49.2M Sell
190,482
-103,260
-35% -$31.6M 0.14% 165
2019
Q4 		$94.9M Sell
293,742
-3,590
-1% -$1.11M 0.23% 99
2019
Q3 		$88.8M Sell
297,332
-89,118
-23% -$26.5M 0.23% 104
2019
Q2 		$114M Sell
386,450
-216,580
-36% -$62.8M 0.39% 47
2019
Q1 		$172M Buy
603,030
+266,670
+79% +$72.9M 0.63% 30
2018
Q4 		$84.6M Sell
336,360
-19,760
-6% -$5.37M 0.35% 57
2018
Q3 		$104M Sell
356,120
-49,594
-12% -$14.2M 0.37% 53
2018
Q2 		$111M Buy
405,714
+205,134
+102% +$55.8M 0.19% 120
2018
Q1 		$53.2M Buy
200,580
+127,530
+175% +$35.1M 0.09% 246
2017
Q4 		$19.6M Sell
73,050
-277,530
-79% -$72.7M 0.03% 542
2017
Q3 		$88.7M Buy
+350,580
New +$87.1M 0.16% 143
2015
Q3 		– Sell
-7,700
Closed -$1.6M – 775
2015
Q2 		$1.6M Buy
+7,700
New +$1.63M ﹤0.01% 725

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's IVV Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking increased its iShares Core S&P 500 ETF (IVV) stake by 8.2% in Q2 2026, buying an estimated $18.2M and bringing the position to 330,345 shares worth $247M. The position accounts for 0.54% of the portfolio, ranked #32.

Mitsubishi UFJ Trust & Banking first reported a position in IVV in Q2 2015 and has held it in 37 quarters since. The position peaked at $302M in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 330,345 shares of iShares Core S&P 500 ETF worth $247M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking bought 24,977 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.2M.
  • iShares Core S&P 500 ETF made up 0.54% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #32 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 37 quarters since.
  • Mitsubishi UFJ Trust & Banking's iShares Core S&P 500 ETF position peaked at $302M in Q3 2025.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.