SignatureFD’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
Q1
$25.6M Sell
39,143
-9,260
-19% -$6.32M 0.39% 30
2025
Q4
$33.2M Buy
48,403
+92
+0.2% +$62.5K 0.51% 28
2025
Q3
$32.3M Buy
48,311
+95
+0.2% +$61.2K 0.51% 27
2025
Q2
$29.9M Sell
48,216
-3,103
-6% -$1.78M 0.51% 28
2025
Q1
$28.8M Sell
51,319
-770
-1% -$455K 0.55% 28
2024
Q4
$30.7M Sell
52,089
-145
-0.3% -$85.8K 0.58% 28
2024
Q3
$30.1M Sell
52,234
-107
-0.2% -$59.5K 0.57% 27
2024
Q2
$28.6M Buy
52,341
+366
+0.7% +$192K 0.58% 25
2024
Q1
$27.3M Sell
51,975
-2,932
-5% -$1.47M 0.58% 26
2023
Q4
$26.2M Sell
54,907
-1,878
-3% -$841K 0.61% 26
2023
Q3
$24.4M Sell
56,785
-3,431
-6% -$1.53M 0.64% 25
2023
Q2
$26.8M Sell
60,216
-3,498
-5% -$1.47M 0.69% 23
2023
Q1
$26.2M Buy
63,714
+1,435
+2% +$575K 0.72% 21
2022
Q4
$23.9M Sell
62,279
-7,544
-11% -$2.91M 0.7% 21
2022
Q3
$25M Buy
69,823
+45,352
+185% +$18.1M 0.86% 20
2022
Q2
$9.28M Buy
24,471
+13,252
+118% +$5.45M 0.32% 29
2022
Q1
$5.09M Sell
11,219
-6
-0.1% -$2.68K 0.15% 50
2021
Q4
$5.35M Buy
11,225
+137
+1% +$63.1K 0.16% 51
2021
Q3
$4.78M Sell
11,088
-2,383
-18% -$1.06M 0.17% 47
2021
Q2
$5.79M Buy
13,471
+3,121
+30% +$1.31M 0.23% 34
2021
Q1
$4.12M Buy
10,350
+1,309
+14% +$507K 0.18% 45
2020
Q4
$3.39M Sell
9,041
-8,461
-48% -$3.01M 0.16% 44
2020
Q3
$5.88M Buy
17,502
+2,789
+19% +$928K 0.32% 29
2020
Q2
$4.56M Buy
14,713
+688
+5% +$202K 0.28% 28
2020
Q1
$3.62M Sell
14,025
-1,310
-9% -$401K 0.31% 28
2019
Q4
$4.96M Buy
15,335
+1,300
+9% +$402K 0.37% 25
2019
Q3
$4.19M Buy
14,035
+666
+5% +$198K 0.34% 27
2019
Q2
$3.94M Sell
13,369
-817
-6% -$237K 0.34% 27
2019
Q1
$4.04M Buy
14,186
+2,035
+17% +$556K 0.34% 28
2018
Q4
$3.06M Sell
12,151
-1,269
-9% -$345K 0.28% 29
2018
Q3
$3.93M Buy
13,420
+1,650
+14% +$473K 0.4% 26
2018
Q2
$3.21M Buy
11,770
+1,206
+11% +$328K 0.36% 28
2018
Q1
$2.8M Sell
10,564
-796
-7% -$219K 0.33% 25
2017
Q4
$3.05M Buy
11,360
+7,197
+173% +$1.88M 0.37% 26
2017
Q3
$1.05M Buy
4,163
+1,033
+33% +$257K 0.14% 51
2017
Q2
$762K Sell
3,130
-24
-0.8% -$5.79K 0.11% 64
2017
Q1
$748K Sell
3,154
-159
-5% -$37.2K 0.11% 68
2016
Q4
$745K Sell
3,313
-421
-11% -$92.5K 0.13% 62
2016
Q3
$812K Sell
3,734
-19
-0.5% -$4.13K 0.12% 60
2016
Q2
$790K Buy
3,753
+2
+0.1% +$417 0.12% 44
2016
Q1
$775K Sell
3,751
-232
-6% -$45.5K 0.13% 41
2015
Q4
$816K Buy
3,983
+208
+6% +$43K 0.16% 38
2015
Q3
$727K Buy
3,775
+958
+34% +$196K 0.17% 35
2015
Q2
$584K Buy
2,817
+247
+10% +$52.3K 0.13% 51
2015
Q1
$534K Buy
2,570
+430
+20% +$89.4K 0.13% 53
2014
Q4
$443K Sell
2,140
-1,065
-33% -$216K 0.11% 67
2014
Q3
$636K Buy
3,205
+92
+3% +$18.3K 0.21% 38
2014
Q2
$613K Buy
3,113
+670
+27% +$128K 0.21% 38
2014
Q1
$460K Buy
2,443
+2,024
+483% +$374K 0.19% 41
2013
Q4
$78K Sell
419
-109
-21% -$19.4K 0.03% 166
2013
Q3
$89K Buy
528
+184
+53% +$31K 0.04% 135
2013
Q2
$55K Buy
+344
New +$55.7K 0.03% 159

Other funds holding IVV

SignatureFD's IVV Position: Q1 2026 in Review

SignatureFD reduced its iShares Core S&P 500 ETF (IVV) stake by 19% in Q1 2026, selling an estimated $6.32M and leaving 39,143 shares worth $25.6M. The position accounts for 0.39% of the portfolio, ranked #30.

SignatureFD first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.2M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • SignatureFD held 39,143 shares of iShares Core S&P 500 ETF worth $25.6M as of Q1 2026.
  • SignatureFD sold 9,260 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.32M.
  • iShares Core S&P 500 ETF made up 0.39% of SignatureFD's portfolio in Q1 2026, its #30 holding.
  • SignatureFD first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • SignatureFD's iShares Core S&P 500 ETF position peaked at $33.2M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.