Napier Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$45.9M Buy
61,286
+195
+0.3% +$142K 9.56% 2
2026
Q1
$39.9M Buy
61,091
+241
+0.4% +$165K 9.15% 2
2025
Q4
$41.7M Buy
+60,850
New +$41.3M 10.41% 2

Other funds holding IVV

Napier Financial's IVV Position: Q2 2026 in Review

Napier Financial increased its iShares Core S&P 500 ETF (IVV) stake by 0.32% in Q2 2026, buying an estimated $142K and bringing the position to 61,286 shares worth $45.9M. The position accounts for 9.56% of the portfolio, ranked #2.

Napier Financial first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Napier Financial held 61,286 shares of iShares Core S&P 500 ETF worth $45.9M as of Q2 2026.
  • Napier Financial bought 195 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $142K.
  • iShares Core S&P 500 ETF made up 9.56% of Napier Financial's portfolio in Q2 2026, its #2 holding.
  • Napier Financial first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.