SG
IVV icon

StoneX Group’s iShares Core S&P 500 ETF IVV Stock Holding History

StoneX Group’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
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
New +$98.8M 5.4% 2
2023
Q1 		– Sell
-123,134
Closed -$47.3M – 578
2022
Q4 		$47.3M Buy
123,134
+27,907
+29% +$10.8M 6.89% 1
2022
Q3 		$34.2M Buy
95,227
+15,346
+19% +$6.13M 6.35% 2
2022
Q2 		$30.3M Sell
79,881
-23,535
-23% -$9.68M 4.96% 3
2022
Q1 		$46.9M Buy
103,416
+28,476
+38% +$12.7M 4.44% 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

StoneX Group's IVV Position: Q1 2026 in Review

StoneX Group reduced its iShares Core S&P 500 ETF (IVV) stake by 18% in Q1 2026, selling an estimated $23.6M and leaving 158,388 shares worth $103M. The position accounts for 5.57% of the portfolio, ranked #2.

StoneX Group first reported a position in IVV in Q2 2017 and has held it in 29 quarters since. The position peaked at $132M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • StoneX Group held 158,388 shares of iShares Core S&P 500 ETF worth $103M as of Q1 2026.
  • StoneX Group sold 34,585 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $23.6M.
  • iShares Core S&P 500 ETF made up 5.57% of StoneX Group's portfolio in Q1 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 29 quarters since.
  • StoneX Group's iShares Core S&P 500 ETF position peaked at $132M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.