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New York Life Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

New York Life 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 		$20.2M Buy
26,985
+6,043
+29% +$4.4M 0.14% 125
2026
Q1 		$13.7M Buy
20,942
+3,026
+17% +$2.07M 0.12% 157
2025
Q4 		$12.3M Buy
17,916
+6,792
+61% +$4.61M 0.11% 159
2025
Q3 		$7.45M Sell
11,124
-12,730
-53% -$8.2M 0.07% 259
2025
Q2 		$14.8M Buy
23,854
+9,169
+62% +$5.26M 0.14% 135
2025
Q1 		$8.25M Sell
14,685
-15,015
-51% -$8.87M 0.08% 216
2024
Q4 		$17.5M Buy
29,700
+19,691
+197% +$11.7M 0.17% 115
2024
Q3 		$5.77M Buy
+10,009
New +$5.57M 0.06% 305
2016
Q4 		– Sell
-664
Closed -$144K – 38
2016
Q3 		$144K Sell
664
-4,004
-86% -$871K 0.02% 42
2016
Q2 		$983K Sell
4,668
-38,803
-89% -$8.09M 0.11% 50
2016
Q1 		$8.98M Sell
43,471
-20,697
-32% -$4.06M 1.35% 22
2015
Q4 		$13.1M Sell
64,168
-259,101
-80% -$53.5M 1.96% 17
2015
Q3 		$62.3M Buy
323,269
+149,374
+86% +$30.5M 5.82% 3
2015
Q2 		$36M Buy
173,895
+56,465
+48% +$12M 4.08% 4
2015
Q1 		$24.4M Buy
117,430
+97,552
+491% +$20.3M 2.74% 12
2014
Q4 		$4.11M Sell
19,878
-26,390
-57% -$5.34M 0.49% 54
2014
Q3 		$9.17M Buy
46,268
+12,855
+38% +$2.56M 1.51% 21
2014
Q2 		$6.58M Buy
+33,413
New +$6.39M 1.11% 29

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

New York Life Investment Management's IVV Position: Q2 2026 in Review

New York Life Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 29% in Q2 2026, buying an estimated $4.4M and bringing the position to 26,985 shares worth $20.2M. The position accounts for 0.14% of the portfolio, ranked #125.

New York Life Investment Management first reported a position in IVV in Q2 2014 and has held it in 18 quarters since. The position peaked at $62.3M in Q3 2015. 3,425 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • New York Life Investment Management held 26,985 shares of iShares Core S&P 500 ETF worth $20.2M as of Q2 2026.
  • New York Life Investment Management bought 6,043 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.4M.
  • iShares Core S&P 500 ETF made up 0.14% of New York Life Investment Management's portfolio in Q2 2026, its #125 holding.
  • New York Life Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2014 and has held it in 18 quarters since.
  • New York Life Investment Management's iShares Core S&P 500 ETF position peaked at $62.3M in Q3 2015.
  • 3,425 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.