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

Ramirez 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 Q2	$1.16M	Hold	1,555	–	–	0.12%	131
2026 Q1	$1.02M	Hold	1,555	–	–	0.12%	133
2025 Q4	$1.07M	Hold	1,555	–	–	0.14%	142
2025 Q3	$1.04M	Hold	1,555	–	–	0.14%	139
2025 Q2	$965K	Hold	1,555	–	–	0.15%	141
2025 Q1	$874K	Hold	1,555	–	–	0.18%	135
2024 Q4	$915K	Hold	1,555	–	–	0.18%	132
2024 Q3	$897K	Hold	1,555	–	–	0.17%	134
2024 Q2	$851K	Hold	1,555	–	–	0.17%	134
2024 Q1	$818K	Hold	1,555	–	–	0.16%	142
2023 Q4	$743K	Hold	1,555	–	–	0.15%	147
2023 Q3	$668K	Buy	+1,555	New	+$696K	0.14%	149

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

Ramirez Asset Management's IVV Position: Q2 2026 in Review

Ramirez Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,555 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #131.

Ramirez Asset Management first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ramirez Asset Management held 1,555 shares of iShares Core S&P 500 ETF worth $1.16M as of Q2 2026.
Ramirez Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.12% of Ramirez Asset Management's portfolio in Q2 2026, its #131 holding.
Ramirez Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.