SkyView Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

SkyView Investment Advisors’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	$51.1M	Buy	78,205 +18	+0%	+$12.3K	6.87%	2
2025 Q4	$53.5M	Sell	78,187 -958	-1%	-$651K	6.76%	2
2025 Q3	$53M	Sell	79,145 -837	-1%	-$539K	6.69%	2
2025 Q2	$49.4M	Buy	79,982 +465	+0.6%	+$267K	7.08%	2
2025 Q1	$44.7M	Sell	79,517 -684	-0.9%	-$404K	6.72%	3
2024 Q4	$47.2M	Buy	80,201 +386	+0.5%	+$228K	7.53%	2
2024 Q3	$46M	Buy	79,815 +840	+1%	+$467K	7.65%	2
2024 Q2	$43.2M	Buy	78,975 +1,176	+2%	+$618K	7.71%	2
2024 Q1	$40.9M	Buy	77,799 +6,847	+10%	+$3.43M	7.57%	2
2023 Q4	$33.8M	Buy	70,952 +70,117	+8,397%	+$31.4M	8.46%	3
2023 Q3	$359K	Buy	835 +309	+59%	+$138K	0.15%	197
2023 Q2	$234K	Hold	526	–	–	0.06%	348
2023 Q1	$216K	Buy	+526	New	+$211K	0.05%	345
2022 Q1	–	Sell	-792	Closed	-$378K	–	606
2021 Q4	$378K	Hold	792	–	–	0.09%	276
2021 Q3	$341K	Buy	+792	New	+$351K	0.1%	244
2021 Q1	–	Sell	-2,519	Closed	-$946K	–	312
2020 Q4	$946K	Buy	+2,519	New	+$897K	0.45%	60

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SkyView Investment Advisors's IVV Position: Q1 2026 in Review

SkyView Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.02% in Q1 2026, buying an estimated $12.3K and bringing the position to 78,205 shares worth $51.1M. The position accounts for 6.87% of the portfolio, ranked #2.

SkyView Investment Advisors first reported a position in IVV in Q4 2020 and has held it in 16 quarters since. The position peaked at $53.5M in Q4 2025. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

SkyView Investment Advisors held 78,205 shares of iShares Core S&P 500 ETF worth $51.1M as of Q1 2026.
SkyView Investment Advisors bought 18 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $12.3K.
iShares Core S&P 500 ETF made up 6.87% of SkyView Investment Advisors's portfolio in Q1 2026, its #2 holding.
SkyView Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
SkyView Investment Advisors's iShares Core S&P 500 ETF position peaked at $53.5M in Q4 2025.
3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.