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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

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

Standpoint Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 101,300 shares worth $75.9M. The position accounts for 15.9% of the portfolio, ranked #3.

Standpoint Asset Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $90M in Q1 2025. 1,762 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Standpoint Asset Management held 101,300 shares of iShares Core S&P 500 ETF worth $75.9M as of Q2 2026.
Standpoint Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 15.9% of Standpoint Asset Management's portfolio in Q2 2026, its #3 holding.
Standpoint Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Standpoint Asset Management's iShares Core S&P 500 ETF position peaked at $90M in Q1 2025.
1,762 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Standpoint Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.