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

Simplify 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	$781M	Sell	1,042,652 -49,614	-5%	-$36.1M	10.87%	2
2026 Q1	$713M	Buy	1,092,266 +82,160	+8%	+$56.1M	10.95%	2
2025 Q4	$692M	Buy	1,010,106 +16,303	+2%	+$11.1M	11.29%	2
2025 Q3	$665M	Sell	993,803 -119,583	-11%	-$77M	12.25%	2
2025 Q2	$691M	Sell	1,113,386 -90,009	-7%	-$51.7M	34.78%	1
2025 Q1	$676M	Buy	1,203,395 +216,137	+22%	+$128M	25.33%	1
2024 Q4	$581M	Buy	987,258 +242,890	+33%	+$144M	28.71%	1
2024 Q3	$429M	Buy	744,368 +42,003	+6%	+$23.4M	20%	2
2024 Q2	$384M	Sell	702,365 -287,115	-29%	-$151M	25.77%	1
2024 Q1	$520M	Buy	989,480 +384,653	+64%	+$192M	30.96%	1
2023 Q4	$289M	Sell	604,827 -43,468	-7%	-$19.5M	25.9%	1
2023 Q3	$278M	Sell	648,295 -53,952	-8%	-$24.1M	31.83%	1
2023 Q2	$313M	Sell	702,247 -93,668	-12%	-$39.5M	41.21%	1
2023 Q1	$327M	Sell	795,915 -381,311	-32%	-$153M	46.94%	1
2022 Q4	$452M	Sell	1,177,226 -338,512	-22%	-$131M	69.71%	1
2022 Q3	$544M	Sell	1,515,738 -100,778	-6%	-$40.2M	57.75%	1
2022 Q2	$613M	Buy	1,616,516 +23,543	+1%	+$9.68M	23.4%	2
2022 Q1	$723M	Buy	1,592,973 +125,458	+9%	+$56.1M	23.13%	2
2021 Q4	$700M	Buy	1,467,515 +286,562	+24%	+$132M	30.06%	2
2021 Q3	$509M	Buy	1,180,953 +234,152	+25%	+$104M	35.19%	2
2021 Q2	$407M	Buy	946,801 +343,180	+57%	+$144M	61.02%	1
2021 Q1	$240M	Buy	603,621 +338,998	+128%	+$131M	96.5%	1
2020 Q4	$99.3M	Buy	+264,623	New	+$94.2M	90.48%	1

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Simplify Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, selling an estimated $36.1M and leaving 1,042,652 shares worth $781M. The position accounts for 10.87% of the portfolio, ranked #2.

Simplify Asset Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Simplify Asset Management held 1,042,652 shares of iShares Core S&P 500 ETF worth $781M as of Q2 2026.
Simplify Asset Management sold 49,614 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $36.1M.
iShares Core S&P 500 ETF made up 10.87% of Simplify Asset Management's portfolio in Q2 2026, its #2 holding.
Simplify Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.