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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.52M Buy
10,104
+2,152
+27% +$1.57M 0.25% 17
2026
Q1
$5.05M Buy
7,952
+1,591
+25% +$1.09M 0.21% 18
2025
Q4
$4.39M Buy
+6,361
New +$4.32M 0.24% 15

Other funds holding IVV

SBI Okasan Asset Management's IVV Position: Q2 2026 in Review

SBI Okasan Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, buying an estimated $1.57M and bringing the position to 10,104 shares worth $7.52M. The position accounts for 0.25% of the portfolio, ranked #17.

SBI Okasan Asset Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SBI Okasan Asset Management held 10,104 shares of iShares Core S&P 500 ETF worth $7.52M as of Q2 2026.
  • SBI Okasan Asset Management bought 2,152 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.57M.
  • iShares Core S&P 500 ETF made up 0.25% of SBI Okasan Asset Management's portfolio in Q2 2026, its #17 holding.
  • SBI Okasan Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.