Stifel Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Stifel Financial’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	$676M	Buy	903,149 +184,006	+26%	+$134M	0.56%	29
2026 Q1	$470M	Buy	719,143 +35,212	+5%	+$24M	0.43%	43
2025 Q4	$468M	Buy	683,931 +32,787	+5%	+$22.3M	0.42%	45
2025 Q3	$436M	Sell	651,144 -5,214	-0.8%	-$3.36M	0.4%	55
2025 Q2	$408M	Sell	656,358 -80,609	-11%	-$46.3M	0.4%	59
2025 Q1	$414M	Sell	736,967 -3,451	-0.5%	-$2.04M	0.44%	55
2024 Q4	$436M	Buy	740,418 +13,935	+2%	+$8.25M	0.45%	50
2024 Q3	$419M	Sell	726,483 -28,817	-4%	-$16M	0.44%	54
2024 Q2	$413M	Sell	755,300 -27,935	-4%	-$14.7M	0.47%	52
2024 Q1	$412M	Sell	783,235 -95,087	-11%	-$47.6M	0.47%	49
2023 Q4	$420M	Buy	878,322 +91,779	+12%	+$41.1M	0.53%	37
2023 Q3	$338M	Buy	786,543 +79,162	+11%	+$35.4M	0.47%	52
2023 Q2	$315M	Buy	707,381 +845	+0.1%	+$356K	0.43%	59
2023 Q1	$290M	Buy	706,536 +1,243	+0.2%	+$498K	0.42%	58
2022 Q4	$271M	Buy	705,293 +94,359	+15%	+$36.4M	0.41%	59
2022 Q3	$219M	Buy	610,934 +38,029	+7%	+$15.2M	0.36%	65
2022 Q2	$217M	Buy	572,905 +20,780	+4%	+$8.55M	0.34%	72
2022 Q1	$251M	Buy	552,125 +56,724	+11%	+$25.4M	0.34%	70
2021 Q4	$236M	Buy	495,401 +56,571	+13%	+$26.1M	0.31%	80
2021 Q3	$189M	Buy	438,830 +54,974	+14%	+$24.4M	0.28%	87
2021 Q2	$165M	Buy	383,856 +9,974	+3%	+$4.18M	0.25%	97
2021 Q1	$149M	Sell	373,882 -25,942	-6%	-$10M	0.25%	95
2020 Q4	$150M	Buy	399,824 +29,041	+8%	+$10.3M	0.27%	92
2020 Q3	$125M	Buy	370,783 +6,347	+2%	+$2.11M	0.26%	95
2020 Q2	$113M	Buy	364,436 +28,829	+9%	+$8.46M	0.26%	99
2020 Q1	$86.7M	Sell	335,607 -16,806	-5%	-$5.15M	0.24%	112
2019 Q4	$114M	Buy	352,413 +27,627	+9%	+$8.55M	0.24%	105
2019 Q3	$96.9M	Buy	324,786 +13,322	+4%	+$3.96M	0.25%	107
2019 Q2	$91.8M	Buy	311,464 +34,381	+12%	+$9.96M	0.24%	112
2019 Q1	$78.9M	Buy	277,083 +86,401	+45%	+$23.6M	0.22%	124
2018 Q4	$48M	Buy	190,682 +59,501	+45%	+$16.2M	0.16%	152
2018 Q3	$38.4M	Sell	131,181 -10,521	-7%	-$3.02M	0.11%	192
2018 Q2	$38.7M	Sell	141,702 -139,496	-50%	-$37.9M	0.12%	183
2018 Q1	$74.6M	Sell	281,198 -7,050	-2%	-$1.94M	0.24%	100
2017 Q4	$77.5M	Buy	288,248 +27,816	+11%	+$7.28M	0.25%	101
2017 Q3	$65.9M	Sell	260,432 -3,247	-1%	-$806K	0.23%	106
2017 Q2	$64.2M	Buy	263,679 +9,332	+4%	+$2.25M	0.24%	100
2017 Q1	$60.4M	Buy	254,347 +166,628	+190%	+$39M	0.23%	102
2016 Q4	$19.7M	Buy	87,719 +12,641	+17%	+$2.78M	0.08%	252
2016 Q3	$16.3M	Buy	75,078 +15,792	+27%	+$3.43M	0.07%	280
2016 Q2	$12.5M	Buy	59,286 +11,233	+23%	+$2.34M	0.06%	321
2016 Q1	$9.93M	Buy	48,053 +2,470	+5%	+$485K	0.05%	335
2015 Q4	$9.34M	Buy	45,583 +23,296	+105%	+$4.81M	0.05%	362
2015 Q3	$4.29M	Sell	22,287 -713	-3%	-$146K	0.02%	573
2015 Q2	$4.75M	Sell	23,000 -8,008	-26%	-$1.7M	0.02%	590
2015 Q1	$6.45M	Buy	31,008 +14,600	+89%	+$3.03M	0.04%	529
2014 Q4	$3.39M	Sell	16,408 -1,465	-8%	-$297K	0.02%	701
2014 Q3	$3.54M	Buy	17,873 +337	+2%	+$67.1K	0.03%	584
2014 Q2	$3.46M	Buy	17,536 +4,807	+38%	+$920K	0.03%	587
2014 Q1	$2.4M	Buy	+12,729	New	+$2.35M	0.02%	688

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

Stifel Financial's IVV Position: Q2 2026 in Review

Stifel Financial increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q2 2026, buying an estimated $134M and bringing the position to 903,149 shares worth $676M. The position accounts for 0.56% of the portfolio, ranked #29.

Stifel Financial first reported a position in IVV in Q1 2014 and has held it in 50 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Stifel Financial held 903,149 shares of iShares Core S&P 500 ETF worth $676M as of Q2 2026.
Stifel Financial bought 184,006 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $134M.
iShares Core S&P 500 ETF made up 0.56% of Stifel Financial's portfolio in Q2 2026, its #29 holding.
Stifel Financial first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 50 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.