Nissay Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Nissay Asset 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 Q1	$367M	Buy	562,015 +42,954	+8%	+$29.3M	1.95%	13
2025 Q4	$356M	Sell	519,061 -131,386	-20%	-$89.2M	1.85%	13
2025 Q3	$435M	Hold	650,447	–	–	2.4%	9
2025 Q2	$404M	Hold	650,447	–	–	2.36%	10
2025 Q1	$365M	Hold	650,447	–	–	2.38%	9
2024 Q4	$389M	Hold	650,447	–	–	2.37%	10
2024 Q3	$375M	Buy	650,447 +236,527	+57%	+$132M	2.38%	9
2024 Q2	$227M	Hold	413,920	–	–	1.5%	14
2024 Q1	$218M	Hold	413,920	–	–	1.51%	14
2023 Q4	$198M	Buy	413,920 +153,268	+59%	+$68.6M	1.59%	13
2023 Q3	$112M	Hold	260,652	–	–	0.99%	20
2023 Q2	$116M	Hold	260,652	–	–	1%	17
2023 Q1	$107M	Sell	260,652 -1,089,652	-81%	-$437M	0.96%	18
2022 Q4	$519M	Buy	1,350,304 +362,332	+37%	+$140M	4.96%	2
2022 Q3	$354M	Buy	987,972 +184,200	+23%	+$73.6M	3.72%	6
2022 Q2	$305M	Sell	803,772 -359,819	-31%	-$148M	3.03%	9
2022 Q1	$528M	Sell	1,163,591 -385,305	-25%	-$172M	4.6%	3
2021 Q4	$739M	Hold	1,548,896	–	–	5.66%	3
2021 Q3	$667M	Hold	1,548,896	–	–	5.66%	4
2021 Q2	$666M	Hold	1,548,896	–	–	5.85%	4
2021 Q1	$616M	Buy	+1,548,896	New	+$600M	6.07%	4

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Nissay Asset Management's IVV Position: Q1 2026 in Review

Nissay Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 8.3% in Q1 2026, buying an estimated $29.3M and bringing the position to 562,015 shares worth $367M. The position accounts for 1.95% of the portfolio, ranked #13.

Nissay Asset Management first reported a position in IVV in Q1 2021 and has held it in 21 quarters since. The position peaked at $739M in Q4 2021. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Nissay Asset Management held 562,015 shares of iShares Core S&P 500 ETF worth $367M as of Q1 2026.
Nissay Asset Management bought 42,954 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $29.3M.
iShares Core S&P 500 ETF made up 1.95% of Nissay Asset Management's portfolio in Q1 2026, its #13 holding.
Nissay Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
Nissay Asset Management's iShares Core S&P 500 ETF position peaked at $739M in Q4 2021.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Nissay Asset Management's 13F filing for Q1 2026, filed 15 May 2026.