PIA
IVV icon

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

Polaris 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 		$24M Buy
32,049
+8,956
+39% +$6.52M 15.37% 1
2026
Q1 		$15.1M Buy
23,093
+2,849
+14% +$1.95M 11% 1
2025
Q4 		$13.9M Buy
+20,244
New +$13.7M 10.02% 1

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Polaris Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 39% in Q2 2026, buying an estimated $6.52M and bringing the position to 32,049 shares worth $24M. The position accounts for 15.37% of the portfolio, ranked #1.

Polaris Investment Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Polaris Investment Advisors held 32,049 shares of iShares Core S&P 500 ETF worth $24M as of Q2 2026.
  • Polaris Investment Advisors bought 8,956 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.52M.
  • iShares Core S&P 500 ETF made up 15.37% of Polaris Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Polaris Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.