Permanens Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Permanens Capital’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	$7.4M	Buy	9,880 +9,241	+1,446%	+$6.73M	0.76%	28
2026 Q1	$417K	Buy	639 +25	+4%	+$17.1K	0.05%	67
2025 Q4	$421K	Buy	614 +20	+3%	+$13.6K	0.05%	63
2025 Q3	$398K	Hold	594	–	–	0.06%	43
2025 Q2	$369K	Buy	594 +35	+6%	+$20.1K	0.05%	58
2025 Q1	$314K	Buy	+559	New	+$330K	0.06%	54
2021 Q3	–	Sell	-17	Closed	-$7K	–	70
2021 Q2	$7K	Hold	17	–	–	﹤0.01%	85
2021 Q1	$7K	Hold	17	–	–	﹤0.01%	101
2020 Q4	$6K	Buy	17 +1	+6%	+$356	﹤0.01%	105
2020 Q3	$5K	Hold	16	–	–	﹤0.01%	96
2020 Q2	$5K	Hold	16	–	–	﹤0.01%	93
2020 Q1	$4K	Hold	16	–	–	﹤0.01%	92
2019 Q4	$5K	Hold	16	–	–	﹤0.01%	112
2019 Q3	$5K	Hold	16	–	–	﹤0.01%	80
2019 Q2	$5K	Buy	+16	New	+$4.64K	﹤0.01%	81
2019 Q1	–	Sell	-608,739	Closed	-$153M	–	93
2018 Q4	$153M	Buy	+608,739	New	+$165M	57.66%	1

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

Permanens Capital's IVV Position: Q2 2026 in Review

Permanens Capital increased its iShares Core S&P 500 ETF (IVV) stake by 1,446% in Q2 2026, buying an estimated $6.73M and bringing the position to 9,880 shares worth $7.4M. The position accounts for 0.76% of the portfolio, ranked #28.

Permanens Capital first reported a position in IVV in Q4 2018 and has held it in 16 quarters since. The position peaked at $153M in Q4 2018. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Permanens Capital held 9,880 shares of iShares Core S&P 500 ETF worth $7.4M as of Q2 2026.
Permanens Capital bought 9,241 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.73M.
iShares Core S&P 500 ETF made up 0.76% of Permanens Capital's portfolio in Q2 2026, its #28 holding.
Permanens Capital first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 16 quarters since.
Permanens Capital's iShares Core S&P 500 ETF position peaked at $153M in Q4 2018.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.