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

Quantinno Capital 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	$281M	Buy	430,601 +77,593	+22%	+$53M	0.47%	21
2025 Q4	$242M	Buy	353,008 +107,961	+44%	+$73.3M	0.49%	20
2025 Q3	$164M	Buy	245,047 +69,509	+40%	+$44.8M	0.45%	25
2025 Q2	$109M	Buy	175,538 +43,619	+33%	+$25M	0.47%	22
2025 Q1	$74.1M	Buy	131,919 +49,584	+60%	+$29.3M	0.48%	24
2024 Q4	$48.5M	Buy	82,335 +33,573	+69%	+$19.9M	0.48%	21
2024 Q3	$28.1M	Buy	48,762 +19,619	+67%	+$10.9M	0.37%	32
2024 Q2	$15.9M	Buy	29,143 +1,029	+4%	+$541K	0.29%	47
2024 Q1	$14.8M	Buy	28,114 +9,289	+49%	+$4.65M	0.32%	46
2023 Q4	$8.99M	Buy	18,825 +6,078	+48%	+$2.72M	0.31%	42
2023 Q3	$5.47M	Buy	12,747 +11,252	+753%	+$5.03M	0.25%	52
2023 Q2	$666K	Sell	1,495 -258	-15%	-$109K	0.04%	543
2023 Q1	$721K	Buy	1,753 +1,081	+161%	+$433K	0.05%	483
2022 Q4	$258K	Sell	672 -741	-52%	-$286K	0.02%	727
2022 Q3	$507K	Sell	1,413 -82	-5%	-$32.7K	0.07%	362
2022 Q2	$567K	Sell	1,495 -77	-5%	-$31.7K	0.08%	310
2022 Q1	$713K	Buy	1,572 +572	+57%	+$256K	0.11%	229
2021 Q4	$477K	Buy	+1,000	New	+$461K	0.09%	269

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

Quantinno Capital Management's IVV Position: Q1 2026 in Review

Quantinno Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q1 2026, buying an estimated $53M and bringing the position to 430,601 shares worth $281M. The position accounts for 0.47% of the portfolio, ranked #21.

Quantinno Capital Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Quantinno Capital Management held 430,601 shares of iShares Core S&P 500 ETF worth $281M as of Q1 2026.
Quantinno Capital Management bought 77,593 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $53M.
iShares Core S&P 500 ETF made up 0.47% of Quantinno Capital Management's portfolio in Q1 2026, its #21 holding.
Quantinno Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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