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

Standpoint 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 Q3	$83.9M	Buy	109,500 +8,200	+8%	+$6.26M	16.31%	1
2026 Q2	$75.9M	Hold	101,300	–	–	15.9%	3
2026 Q1	$66.2M	Sell	101,300 -3,500	-3%	-$2.39M	16.05%	1
2025 Q4	$71.8M	Sell	104,800 -3,700	-3%	-$2.51M	16.4%	2
2025 Q3	$72.6M	Sell	108,500 -19,800	-15%	-$12.8M	16.41%	2
2025 Q2	$79.7M	Sell	128,300 -31,800	-20%	-$18.3M	16.29%	1
2025 Q1	$90M	Buy	160,100 +10,700	+7%	+$6.32M	16.58%	2
2024 Q4	$87.9M	Hold	149,400	–	–	16.95%	3
2024 Q3	$86.2M	Buy	149,400 +17,000	+13%	+$9.45M	16.33%	3
2024 Q2	$72.5M	Buy	132,400 +14,100	+12%	+$7.41M	16.56%	2
2024 Q1	$62.2M	Buy	118,300 +3,900	+3%	+$1.95M	16.2%	3
2023 Q4	$54.6M	Buy	114,400 +2,500	+2%	+$1.12M	16.03%	2
2023 Q3	$48.1M	Buy	111,900 +3,200	+3%	+$1.43M	15.87%	3
2023 Q2	$48.4M	Buy	108,700 +14,100	+15%	+$5.94M	15.9%	1
2023 Q1	$38.9M	Buy	94,600 +4,600	+5%	+$1.84M	15.7%	2
2022 Q4	$34.6M	Buy	+90,000	New	+$34.7M	15.72%	2

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Standpoint Asset Management's IVV Position: Q3 2026 in Review

Standpoint Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 8.1% in Q3 2026, buying an estimated $6.26M and bringing the position to 109,500 shares worth $83.9M. The position accounts for 16.31% of the portfolio, ranked #1.

Standpoint Asset Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $90M in Q1 2025. 1,899 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Standpoint Asset Management held 109,500 shares of iShares Core S&P 500 ETF worth $83.9M as of Q3 2026.
Standpoint Asset Management bought 8,200 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.26M.
iShares Core S&P 500 ETF made up 16.31% of Standpoint Asset Management's portfolio in Q3 2026, its #1 holding.
Standpoint Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
Standpoint Asset Management's iShares Core S&P 500 ETF position peaked at $90M in Q1 2025.
1,899 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Standpoint Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.