StoneX Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $118M | Sell |
157,700
-688
| -0.4% | -$501K | 4.76% | 2 |
|
|
2026
Q1 | $103M | Sell |
158,388
-34,585
| -18% | -$23.6M | 5.57% | 2 |
|
|
2025
Q4 | $132M | Buy |
192,973
+7,988
| +4% | +$5.42M | 5.74% | 1 |
|
|
2025
Q3 | $124M | Buy |
184,985
+2,394
| +1% | +$1.54M | 5.4% | 1 |
|
|
2025
Q2 | $113M | Buy |
182,591
+7,658
| +4% | +$4.4M | 5.51% | 1 |
|
|
2025
Q1 | $98.3M | Buy |
174,933
+7,951
| +5% | +$4.7M | 5.39% | 2 |
|
|
2024
Q4 | $98.3M | Buy |
166,982
+17,111
| +11% | +$10.1M | 5.4% | 2 |
|
|
2024
Q3 | $86.4M | Buy |
149,871
+12,355
| +9% | +$6.87M | 6.29% | 2 |
|
|
2024
Q2 | $75.3M | Buy |
137,516
+7,569
| +6% | +$3.98M | 6.01% | 2 |
|
|
2024
Q1 | $68.3M | Buy |
129,947
+5,847
| +5% | +$2.93M | 6.12% | 2 |
|
|
2023
Q4 | $59.3M | Sell |
124,100
-7,436
| -6% | -$3.33M | 5.89% | 2 |
|
|
2023
Q3 | $56.7M | Sell |
131,536
-519
| -0.4% | -$232K | 6.14% | 2 |
|
|
2023
Q2 | $58.9M | Buy |
132,055
+2,736
| +2% | +$1.15M | 6.11% | 2 |
|
|
2023
Q1 | $53.2M | Buy |
129,319
+6,185
| +5% | +$2.48M | 5.81% | 1 |
|
|
2022
Q4 | $47.3M | Buy |
123,134
+27,907
| +29% | +$10.8M | 5.62% | 1 |
|
|
2022
Q3 | $34.2M | Buy |
95,227
+15,346
| +19% | +$6.13M | 4.68% | 2 |
|
|
2022
Q2 | $30.3M | Sell |
79,881
-23,535
| -23% | -$9.68M | 3.7% | 3 |
|
|
2022
Q1 | $46.9M | Buy |
103,416
+28,476
| +38% | +$12.7M | 3.77% | 3 |
|
|
2021
Q4 | $35.7M | Buy |
74,940
+10,996
| +17% | +$5.07M | 4.12% | 2 |
|
|
2021
Q3 | $27.5M | Sell |
63,944
-803
| -1% | -$356K | 3.96% | 2 |
|
|
2021
Q2 | $27.8M | Buy |
64,747
+3,249
| +5% | +$1.36M | 4.13% | 2 |
|
|
2021
Q1 | $24.5M | Buy |
61,498
+22,111
| +56% | +$8.56M | 4.39% | 3 |
|
|
2020
Q4 | $14.8M | Buy |
39,387
+4,166
| +12% | +$1.48M | 3.25% | 4 |
|
|
2020
Q3 | $11.8M | Buy |
35,221
+1,370
| +4% | +$456K | 3.81% | 2 |
|
|
2020
Q2 | $10.5M | Buy |
33,851
+2,011
| +6% | +$590K | 3.98% | 2 |
|
|
2020
Q1 | $8.23M | Buy |
31,840
+10,149
| +47% | +$3.11M | 4.37% | 1 |
|
|
2019
Q4 | $7.01M | Buy |
21,691
+14,114
| +186% | +$4.37M | 2.86% | 1 |
|
|
2019
Q3 | $2.26M | Sell |
7,577
-16,835
| -69% | -$5M | 1.41% | 7 |
|
|
2019
Q2 | $7.2M | Buy |
24,412
+16,990
| +229% | +$4.92M | 4.62% | 1 |
|
|
2019
Q1 | $2.11M | Buy |
7,422
+1,218
| +20% | +$333K | 1.61% | 3 |
|
|
2018
Q4 | $1.56M | Sell |
6,204
-31
| -0.5% | -$8.42K | 1.51% | 7 |
|
|
2018
Q3 | $1.82M | Sell |
6,235
-244
| -4% | -$70K | 1.35% | 5 |
|
|
2018
Q2 | $1.77M | Buy |
6,479
+309
| +5% | +$84.1K | 1.52% | 3 |
|
|
2018
Q1 | $1.64M | Buy |
6,170
+222
| +4% | +$61.1K | 1.57% | 3 |
|
|
2017
Q4 | $1.6M | Buy |
5,948
+264
| +5% | +$69.1K | 1.67% | 5 |
|
|
2017
Q3 | $1.44M | Sell |
5,684
-2,519
| -31% | -$626K | 1.79% | 5 |
|
|
2017
Q2 | $2M | Buy |
+8,203
| New | +$1.98M | 0.62% | 32 |
|
Other funds holding IVV
CM
StoneX Group's IVV Position: Q2 2026 in Review
StoneX Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.43% in Q2 2026, selling an estimated $501K and leaving 157,700 shares worth $118M. The position accounts for 4.76% of the portfolio, ranked #2.
StoneX Group first reported a position in IVV in Q2 2017 and has held it in 37 quarters since. The position peaked at $132M in Q4 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- StoneX Group held 157,700 shares of iShares Core S&P 500 ETF worth $118M as of Q2 2026.
- StoneX Group sold 688 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $501K.
- iShares Core S&P 500 ETF made up 4.76% of StoneX Group's portfolio in Q2 2026, its #2 holding.
- StoneX Group first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 37 quarters since.
- StoneX Group's iShares Core S&P 500 ETF position peaked at $132M in Q4 2025.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.