Sumitomo Life Insurance’s iShares Core S&P 500 ETF IVV Stock Holding History

Sumitomo Life Insurance’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	$672M	Buy	1,029,000 +278,000	+37%	+$190M	15.8%	2
2025 Q4	$514M	Buy	751,000 +591,000	+369%	+$401M	14.09%	2
2025 Q3	$107M	Buy	+160,000	New	+$103M	3.32%	7
2025 Q1	–	Sell	-555,000	Closed	-$327M	–	275
2024 Q4	$327M	Hold	555,000	–	–	6.17%	4
2024 Q3	$320M	Hold	555,000	–	–	6.29%	5
2024 Q2	$267M	Hold	555,000	–	–	6.17%	4
2024 Q1	$267M	Buy	+555,000	New	+$278M	6.92%	3
2022 Q3	–	Sell	-2,833,909	Closed	-$1.07B	–	272
2022 Q2	$1.07B	Sell	2,833,909 -2,833,908	-50%	-$1.17B	30.07%	2
2022 Q1	$2.57B	Buy	5,667,817 +200,000	+4%	+$89.4M	63.61%	1
2021 Q4	$2.61B	Buy	5,467,817 +395,000	+8%	+$182M	62.07%	1
2021 Q3	$2.19B	Buy	5,072,817 +719,500	+17%	+$319M	58.47%	1
2021 Q2	$1.87B	Buy	4,353,317 +536,400	+14%	+$225M	59.51%	1
2021 Q1	$1.52B	Buy	3,816,917 +245,000	+7%	+$94.9M	61.1%	1
2020 Q4	$1.34B	Hold	3,571,917	–	–	56.65%	1
2020 Q3	$1.2B	Hold	3,571,917	–	–	55.85%	1
2020 Q2	$1.11B	Buy	3,571,917 +754,000	+27%	+$221M	59.3%	1
2020 Q1	$728M	Buy	2,817,917 +2,652,917	+1,608%	+$813M	51.81%	1
2019 Q4	$53.3M	Hold	165,000	–	–	6.04%	1
2019 Q3	$49.3M	Hold	165,000	–	–	6.41%	1
2019 Q2	$48.6M	Buy	+165,000	New	+$47.8M	5.74%	1

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sumitomo Life Insurance's IVV Position: Q1 2026 in Review

Sumitomo Life Insurance increased its iShares Core S&P 500 ETF (IVV) stake by 37% in Q1 2026, buying an estimated $190M and bringing the position to 1,029,000 shares worth $672M. The position accounts for 15.8% of the portfolio, ranked #2.

Sumitomo Life Insurance first reported a position in IVV in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.61B in Q4 2021. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sumitomo Life Insurance held 1,029,000 shares of iShares Core S&P 500 ETF worth $672M as of Q1 2026.
Sumitomo Life Insurance bought 278,000 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $190M.
iShares Core S&P 500 ETF made up 15.8% of Sumitomo Life Insurance's portfolio in Q1 2026, its #2 holding.
Sumitomo Life Insurance first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 20 quarters since.
Sumitomo Life Insurance's iShares Core S&P 500 ETF position peaked at $2.61B in Q4 2021.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.