Nisa Investment Advisors
IVV icon

Nisa Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Nisa Investment Advisors’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 		$10.5B Sell
16,114,884
-694,579
-4% -$474M 38.93% 1
2025
Q4 		$11.5B Buy
16,809,463
+4,854,227
+41% +$3.3B 38.01% 1
2025
Q3 		$8B Buy
11,955,236
+4,301,015
+56% +$2.77B 30.88% 1
2025
Q2 		$4.75B Buy
7,654,221
+1,064,091
+16% +$611M 21.43% 1
2025
Q1 		$3.7B Sell
6,590,130
-3,284,609
-33% -$1.94B 18.52% 1
2024
Q4 		$5.81B Buy
+9,874,739
New +$5.84B 22.54% 1
2022
Q2 		– Sell
-748,000
Closed -$339M – 2438
2022
Q1 		$339M Buy
748,000
+91,000
+14% +$40.7M 2.39% 3
2021
Q4 		$297M Buy
+657,000
New +$303M 2.23% 3
2018
Q4 		– Sell
-8,465
Closed -$2.48M – 1969
2018
Q3 		$2.48M Sell
8,465
-202,439
-96% -$58.1M 0.02% 578
2018
Q2 		$57.6M Sell
210,904
-303,695
-59% -$82.6M 0.59% 31
2018
Q1 		$137M Buy
514,599
+189,145
+58% +$52M 1.43% 8
2017
Q4 		$87.5M Buy
+325,454
New +$85.2M 0.9% 18

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Nisa Investment Advisors's IVV Position: Q1 2026 in Review

Nisa Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q1 2026, selling an estimated $474M and leaving 16,114,884 shares worth $10.5B. The position accounts for 38.93% of the portfolio, ranked #1.

Nisa Investment Advisors first reported a position in IVV in Q4 2017 and has held it in 12 quarters since. The position peaked at $11.5B in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Nisa Investment Advisors held 16,114,884 shares of iShares Core S&P 500 ETF worth $10.5B as of Q1 2026.
  • Nisa Investment Advisors sold 694,579 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $474M.
  • iShares Core S&P 500 ETF made up 38.93% of Nisa Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • Nisa Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 12 quarters since.
  • Nisa Investment Advisors's iShares Core S&P 500 ETF position peaked at $11.5B in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.