Steve Schonfeld’s iShares Core S&P 500 ETF IVV Stock Holding History

Steve Schonfeld’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	$2.87B	Buy	3,831,918 +946,386	+33%	+$689M	10.29%	1
2026 Q1	$1.88B	Sell	2,885,532 -5,276,386	-65%	-$3.6B	13.26%	1
2025 Q4	$5.59B	Buy	8,161,918 +7,959,263	+3,927%	+$5.4B	24.76%	1
2025 Q3	$136M	Buy	+202,655	New	+$131M	0.77%	10
2025 Q2	–	Sell	-4,309,253	Closed	-$2.42B	–	2278
2025 Q1	$2.42B	Sell	4,309,253 -800,522	-16%	-$473M	14.6%	1
2024 Q4	$3.01B	Buy	5,109,775 +2,819,065	+123%	+$1.67B	17.49%	1
2024 Q3	$1.32B	Buy	2,290,710 +248,306	+12%	+$138M	8.81%	2
2024 Q2	$1.12B	Buy	+2,042,404	New	+$1.07B	7.21%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Steve Schonfeld's IVV Position: Q2 2026 in Review

Steve Schonfeld increased its iShares Core S&P 500 ETF (IVV) stake by 33% in Q2 2026, buying an estimated $689M and bringing the position to 3,831,918 shares worth $2.87B. The position accounts for 10.29% of the portfolio, ranked #1.

Steve Schonfeld first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.59B in Q4 2025. 4,086 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Steve Schonfeld held 3,831,918 shares of iShares Core S&P 500 ETF worth $2.87B as of Q2 2026.
Steve Schonfeld bought 946,386 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $689M.
iShares Core S&P 500 ETF made up 10.29% of Steve Schonfeld's portfolio in Q2 2026, its #1 holding.
Steve Schonfeld first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Steve Schonfeld's iShares Core S&P 500 ETF position peaked at $5.59B in Q4 2025.
4,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.