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 Q2	$13.7B	Buy	18,254,441 +2,139,557	+13%	+$1.56B	42.76%	1
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Nisa Investment Advisors's IVV Position: Q2 2026 in Review

Nisa Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $1.56B and bringing the position to 18,254,441 shares worth $13.7B. The position accounts for 42.76% of the portfolio, ranked #1.

Nisa Investment Advisors first reported a position in IVV in Q4 2017 and has held it in 13 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Nisa Investment Advisors held 18,254,441 shares of iShares Core S&P 500 ETF worth $13.7B as of Q2 2026.
Nisa Investment Advisors bought 2,139,557 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.56B.
iShares Core S&P 500 ETF made up 42.76% of Nisa Investment Advisors's portfolio in Q2 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 13 quarters since.
4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.